+1,766.1%
APO vs CNI
+330.9%
+1,435.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.1% |
| 7D | -1.0% | +0.9% | -1.9% | -1.6% |
| 30D | -0.4% | -2.1% | +1.7% | +1.1% |
| 3M | -0.9% | +1.8% | -2.7% | -2.6% |
| 6M | +22.1% | +14.8% | +7.3% | +9.7% |
| YTD | -8.4% | +25.4% | -33.8% | -23.2% |
| 1Y | -0.9% | +32.9% | -33.9% | -20.5% |
| 3Y | +56.1% | +20.2% | +36.0% | +32.4% |
| 5Y | +136.0% | +12.2% | +123.9% | +110.3% |
| 10Y | +949.3% | +136.0% | +813.3% | +460.8% |
| All | +1,766.1% | +330.9% | +1,435.2% | +536.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling