-4.7%
APO vs CP
+32.8%
-37.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +8.1% | +2.8% | +5.3% | +7.0% |
| 30D | +3.4% | +11.0% | -7.6% | -0.3% |
| 3M | -6.6% | +3.8% | -10.5% | -7.8% |
| 6M | -7.1% | +9.5% | -16.6% | -10.0% |
| YTD | -14.1% | +28.2% | -42.3% | -23.0% |
| 1Y | -4.7% | +33.0% | -37.6% | -15.8% |
| All | -4.7% | +32.8% | -37.5% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 1y: compounded portfolio wealth divided by compounded CP 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…
1y analysis · Full analysis span regression · 6 months rolling