+47.1%
APO vs CNP
+60.3%
-13.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -0.6% |
| 7D | +0.8% | -4.2% | +5.0% | +1.1% |
| 30D | +1.0% | +5.5% | -4.5% | +0.4% |
| 3M | -8.4% | +0.6% | -9.0% | -8.6% |
| 6M | -9.1% | -2.8% | -6.3% | -9.2% |
| YTD | -18.3% | +7.9% | -26.2% | -20.1% |
| 1Y | -8.0% | +6.7% | -14.6% | -9.8% |
| 3Y | +47.1% | +61.1% | -14.1% | +35.2% |
| All | +47.1% | +60.3% | -13.2% | +35.2% |
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