-4.4%
APO vs CPAY
+59.0%
-63.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.0% | +5.2% | +7.3% |
| 7D | +8.2% | +5.7% | +2.5% | +6.6% |
| 30D | +6.4% | +4.2% | +2.2% | +5.2% |
| 3M | -7.4% | +5.6% | -13.0% | -8.7% |
| 6M | -4.2% | +34.7% | -38.8% | -11.3% |
| YTD | -14.1% | +39.1% | -53.2% | -19.3% |
| 1Y | -4.4% | +60.3% | -64.7% | -10.7% |
| All | -4.4% | +59.0% | -63.4% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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