+916.7%
APO vs COPX
+583.8%
+332.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -3.5% | -2.3% | -1.2% | -2.6% |
| 30D | -6.6% | +0.3% | -6.8% | -7.1% |
| 3M | -3.3% | +6.8% | -10.1% | -7.3% |
| 6M | +22.6% | +7.9% | +14.6% | +14.0% |
| YTD | -9.8% | +23.7% | -33.5% | -23.7% |
| 1Y | -3.9% | +71.5% | -75.4% | -32.5% |
| 3Y | +52.5% | +149.1% | -96.6% | -16.7% |
| 5Y | +134.0% | +167.3% | -33.3% | +18.7% |
| All | +916.7% | +583.8% | +332.9% | +171.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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