+464.6%
APO vs CLBK
+60.9%
+403.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +2.0% |
| 7D | +5.8% | +0.9% | +4.9% | +5.3% |
| 30D | +8.9% | +3.4% | +5.5% | +7.2% |
| 3M | -13.6% | -4.3% | -9.4% | -11.9% |
| 6M | -5.4% | +28.4% | -33.7% | -17.1% |
| YTD | -13.6% | +59.4% | -73.0% | -32.2% |
| 1Y | -2.5% | +64.8% | -67.3% | -24.8% |
| 3Y | +50.9% | +50.6% | +0.3% | +17.6% |
| 5Y | +81.4% | +28.3% | +53.1% | +43.4% |
| All | +464.6% | +60.9% | +403.8% | +281.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling