+136.0%
APO vs CLBK
+41.8%
+94.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | -1.0% | -1.5% | +0.5% | -0.4% |
| 30D | -0.4% | +6.7% | -7.0% | -2.8% |
| 3M | -0.9% | +21.2% | -22.0% | -8.3% |
| 6M | +22.1% | +42.0% | -19.8% | +6.2% |
| YTD | -8.4% | +63.3% | -71.6% | -24.5% |
| 1Y | -0.9% | +65.4% | -66.3% | -18.9% |
| 3Y | +56.1% | +52.5% | +3.7% | +29.1% |
| 5Y | +136.0% | +42.0% | +94.0% | +85.8% |
| All | +136.0% | +41.8% | +94.2% | +85.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling