+51.2%
APO vs CPAY
+49.2%
+2.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.7% |
| 7D | -4.9% | -2.7% | -2.2% | -3.5% |
| 30D | -8.4% | +0.6% | -9.0% | -8.7% |
| 3M | -2.1% | +17.0% | -19.1% | -10.3% |
| 6M | +19.2% | +24.1% | -4.9% | +5.0% |
| YTD | -10.5% | +35.7% | -46.3% | -26.5% |
| 1Y | -2.7% | +34.0% | -36.7% | -19.8% |
| All | +51.2% | +49.2% | +2.0% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling