+895.2%
APO vs CNP
+142.6%
+752.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.4% | +4.3% | +4.5% |
| 7D | +2.3% | -4.3% | +6.6% | +4.4% |
| 30D | +3.0% | +5.7% | -2.7% | -0.1% |
| 3M | -3.7% | +0.9% | -4.6% | -4.5% |
| 6M | -7.5% | -1.1% | -6.4% | -7.8% |
| YTD | -14.5% | +8.3% | -22.8% | -19.3% |
| 1Y | -6.2% | +5.9% | -12.1% | -10.5% |
| 3Y | +51.9% | +64.6% | -12.7% | +11.3% |
| 5Y | +76.5% | +74.6% | +1.9% | +24.0% |
| 10Y | +895.2% | +139.8% | +755.4% | +416.0% |
| All | +895.2% | +142.6% | +752.7% | +416.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling