+908.2%
APO vs CLX
-2.6%
+910.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | -4.9% | -5.9% | +1.0% | -4.1% |
| 30D | -8.4% | -17.0% | +8.6% | -6.1% |
| 3M | -2.1% | -9.6% | +7.5% | -0.8% |
| 6M | +19.2% | -21.5% | +40.8% | +22.9% |
| YTD | -10.5% | -8.8% | -1.7% | -10.0% |
| 1Y | -2.7% | -24.7% | +22.0% | +0.5% |
| 3Y | +52.5% | -35.6% | +88.1% | +60.5% |
| 5Y | +132.1% | -37.6% | +169.7% | +141.6% |
| All | +908.2% | -2.6% | +910.8% | +884.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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