+1,777.9%
APO vs CPAY
+1,141.0%
+636.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.2% |
| 7D | +0.1% | +0.6% | -0.5% | -0.2% |
| 30D | +3.9% | +3.6% | +0.3% | +1.9% |
| 3M | +3.8% | +16.6% | -12.9% | -5.2% |
| 6M | +22.3% | +29.5% | -7.2% | +4.4% |
| YTD | -7.8% | +35.3% | -43.1% | -24.3% |
| 1Y | -0.3% | +30.6% | -31.0% | -17.2% |
| 3Y | +57.1% | +49.7% | +7.4% | +20.3% |
| 5Y | +137.0% | +54.4% | +82.5% | +76.1% |
| 10Y | +946.8% | +142.8% | +804.0% | +519.3% |
| All | +1,777.9% | +1,141.0% | +636.9% | +494.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling