+895.2%
APO vs CNH
+134.0%
+761.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +10.9% | -6.2% | -0.4% |
| 7D | +2.3% | +8.6% | -6.3% | -1.6% |
| 30D | +3.0% | +12.6% | -9.6% | -2.9% |
| 3M | -3.7% | +17.5% | -21.2% | -12.7% |
| 6M | -7.5% | +18.1% | -25.6% | -17.5% |
| YTD | -14.5% | +40.4% | -54.9% | -31.6% |
| 1Y | -6.2% | +34.0% | -40.1% | -23.2% |
| 3Y | +51.9% | +35.3% | +16.6% | +18.8% |
| 5Y | +76.5% | -5.1% | +81.6% | +61.7% |
| 10Y | +895.2% | +124.0% | +771.2% | +477.7% |
| All | +895.2% | +134.0% | +761.3% | +477.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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