-4.7%
APO vs CHYM
-23.3%
+18.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.7% |
| 7D | -3.5% | -2.3% | -1.3% | -3.2% |
| 30D | -6.6% | +4.4% | -11.0% | -7.3% |
| 3M | -3.3% | +91.3% | -94.6% | -14.1% |
| 6M | +22.6% | +44.0% | -21.4% | +14.6% |
| YTD | -9.8% | +31.1% | -40.9% | -14.7% |
| 1Y | -3.9% | +37.8% | -41.7% | -11.8% |
| All | -4.7% | -23.3% | +18.5% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 5y: compounded portfolio wealth divided by compounded CHYM 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…
5y analysis · Full analysis span regression · 6 months rolling