+1,659.1%
APO vs CLX
+153.1%
+1,506.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.6% | +1.5% |
| 7D | +5.8% | +9.5% | -3.7% | +4.0% |
| 30D | +8.9% | +30.7% | -21.8% | +3.5% |
| 3M | -13.6% | +4.2% | -17.9% | -14.5% |
| 6M | -5.4% | +22.1% | -27.5% | -9.2% |
| YTD | -13.6% | +14.1% | -27.7% | -16.6% |
| 1Y | -2.5% | +10.3% | -12.8% | -5.2% |
| 3Y | +50.9% | -7.8% | +58.7% | +50.5% |
| 5Y | +81.4% | -20.8% | +102.2% | +83.5% |
| 10Y | +843.9% | +31.9% | +812.0% | +672.5% |
| All | +1,659.1% | +153.1% | +1,506.0% | +924.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling