+1,766.1%
APO vs CHTR
+170.6%
+1,595.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.1% | +7.5% | +1.9% |
| 7D | -1.0% | -15.8% | +14.8% | +4.3% |
| 30D | -0.4% | -12.7% | +12.3% | +3.6% |
| 3M | -0.9% | -1.1% | +0.2% | -2.0% |
| 6M | +22.1% | -39.9% | +62.1% | +38.7% |
| YTD | -8.4% | -35.9% | +27.5% | +1.2% |
| 1Y | -0.9% | -49.2% | +48.2% | +18.3% |
| 3Y | +56.1% | -68.3% | +124.4% | +109.9% |
| 5Y | +136.0% | -83.0% | +219.0% | +289.9% |
| 10Y | +949.3% | -49.3% | +998.6% | +1,071.2% |
| All | +1,766.1% | +170.6% | +1,595.4% | +1,060.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CHTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling