+845.7%
APO vs COR
+505.6%
+340.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | +0.2% |
| 7D | +8.1% | +2.4% | +5.7% | +7.4% |
| 30D | +3.4% | +7.7% | -4.2% | +1.1% |
| 3M | -6.6% | +7.5% | -14.1% | -8.8% |
| 6M | -7.1% | +34.1% | -41.2% | -15.7% |
| YTD | -14.1% | +3.9% | -18.0% | -16.9% |
| 1Y | -4.7% | -3.6% | -1.1% | -5.3% |
| 3Y | +51.3% | +80.5% | -29.2% | +14.3% |
| 5Y | +82.7% | +194.9% | -112.1% | +10.8% |
| 10Y | +845.7% | +486.6% | +359.1% | +344.1% |
| All | +845.7% | +505.6% | +340.1% | +344.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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