+60.7%
APO vs CNP
+55.3%
+5.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -1.0% | +1.1% | -2.1% | -1.1% |
| 30D | +3.5% | -1.8% | +5.3% | +3.6% |
| 3M | +4.5% | -4.6% | +9.2% | +4.9% |
| 6M | +22.8% | -8.8% | +31.6% | +24.0% |
| YTD | -6.5% | +5.2% | -11.7% | -8.3% |
| 1Y | +0.8% | +8.3% | -7.5% | -1.8% |
| All | +60.7% | +55.3% | +5.4% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling