+129.2%
APO vs CNC
+10.7%
+118.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.7% |
| 7D | -3.5% | -0.9% | -2.6% | -3.4% |
| 30D | -6.6% | -1.0% | -5.6% | -6.5% |
| 3M | -3.3% | +4.5% | -7.8% | -3.8% |
| 6M | +22.6% | +85.2% | -62.6% | +15.1% |
| YTD | -9.8% | +61.4% | -71.2% | -14.6% |
| 1Y | -3.9% | +94.9% | -98.8% | -11.2% |
| 3Y | +52.5% | 0.0% | +52.5% | +48.2% |
| All | +129.2% | +10.7% | +118.4% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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