+949.3%
APO vs CNP
+132.2%
+817.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.2% |
| 7D | -1.0% | +0.7% | -1.6% | -1.3% |
| 30D | -0.4% | -0.1% | -0.3% | -0.4% |
| 3M | -0.9% | -5.6% | +4.7% | +1.6% |
| 6M | +22.1% | -7.5% | +29.6% | +25.9% |
| YTD | -8.4% | +5.5% | -13.9% | -12.1% |
| 1Y | -0.9% | +8.3% | -9.3% | -6.5% |
| 3Y | +56.1% | +51.8% | +4.4% | +20.1% |
| 5Y | +136.0% | +69.9% | +66.1% | +68.8% |
| 10Y | +949.3% | +139.9% | +809.4% | +468.5% |
| All | +949.3% | +132.2% | +817.1% | +468.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CNP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling