+129.2%
APO vs CNI
+12.6%
+116.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | -3.5% | -0.4% | -3.1% | -3.3% |
| 30D | -6.6% | -2.7% | -3.9% | -4.9% |
| 3M | -3.3% | +3.9% | -7.2% | -6.1% |
| 6M | +22.6% | +16.4% | +6.2% | +9.3% |
| YTD | -9.8% | +25.8% | -35.6% | -24.6% |
| 1Y | -3.9% | +32.4% | -36.3% | -22.9% |
| 3Y | +52.5% | +19.1% | +33.4% | +28.6% |
| All | +129.2% | +12.6% | +116.5% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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