+1,804.4%
APO vs CLX
+112.1%
+1,692.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.4% |
| 7D | -1.0% | -9.2% | +8.2% | +0.7% |
| 30D | +3.5% | -11.0% | +14.5% | +5.7% |
| 3M | +4.5% | +5.0% | -0.5% | +3.4% |
| 6M | +22.8% | -18.8% | +41.6% | +27.0% |
| YTD | -6.5% | -4.4% | -2.1% | -6.5% |
| 1Y | +0.8% | -21.9% | +22.7% | +4.7% |
| 3Y | +62.0% | -32.8% | +94.7% | +71.9% |
| 5Y | +138.2% | -34.6% | +172.8% | +150.0% |
| 10Y | +940.3% | -4.7% | +945.0% | +831.5% |
| All | +1,804.4% | +112.1% | +1,692.3% | +1,047.2% |
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