+956.0%
APO vs CNP
+134.3%
+821.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -2.0% |
| 7D | +0.1% | +1.6% | -1.6% | -0.7% |
| 30D | +3.9% | -0.8% | +4.7% | +4.1% |
| 3M | +3.8% | -3.6% | +7.3% | +5.2% |
| 6M | +22.3% | -6.9% | +29.2% | +25.7% |
| YTD | -7.8% | +6.4% | -14.2% | -11.9% |
| 1Y | -0.3% | +9.9% | -10.3% | -6.6% |
| 3Y | +57.1% | +53.1% | +4.0% | +20.3% |
| 5Y | +137.0% | +72.0% | +65.0% | +68.4% |
| All | +956.0% | +134.3% | +821.7% | +469.6% |
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