+946.8%
APO vs CNH
+152.9%
+793.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.6% | +4.2% | +1.2% |
| 7D | +0.1% | +8.8% | -8.7% | -4.2% |
| 30D | +3.9% | +24.7% | -20.8% | -7.5% |
| 3M | +3.8% | +27.3% | -23.6% | -9.3% |
| 6M | +22.3% | +23.2% | -0.9% | +6.8% |
| YTD | -7.8% | +48.9% | -56.7% | -27.5% |
| 1Y | -0.3% | +19.4% | -19.7% | -12.6% |
| 3Y | +57.1% | +7.8% | +49.4% | +39.8% |
| 5Y | +137.0% | +8.7% | +128.2% | +104.9% |
| 10Y | +946.8% | +149.5% | +797.3% | +466.2% |
| All | +946.8% | +152.9% | +793.9% | +466.2% |
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