+132.1%
APO vs CPAY
+53.2%
+78.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.7% |
| 7D | -4.9% | -2.7% | -2.2% | -3.4% |
| 30D | -8.4% | +0.6% | -9.0% | -8.8% |
| 3M | -2.1% | +17.0% | -19.1% | -11.4% |
| 6M | +19.2% | +24.1% | -4.9% | +3.1% |
| YTD | -10.5% | +35.7% | -46.3% | -28.3% |
| 1Y | -2.7% | +34.0% | -36.7% | -22.0% |
| 3Y | +52.5% | +50.3% | +2.2% | +12.0% |
| 5Y | +132.1% | +56.7% | +75.4% | +61.6% |
| All | +132.1% | +53.2% | +78.9% | +61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling