+837.0%
APO vs CPB
-40.8%
+877.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | +3.5% | -5.8% | +9.3% | +3.9% |
| 30D | +4.4% | +16.5% | -12.1% | +3.4% |
| 3M | -12.1% | -1.1% | -11.0% | -12.1% |
| 6M | -7.2% | +11.5% | -18.7% | -8.1% |
| YTD | -15.1% | -15.7% | +0.6% | -14.4% |
| 1Y | -7.7% | -24.7% | +17.0% | -6.2% |
| 3Y | +49.6% | -37.3% | +86.9% | +52.1% |
| 5Y | +78.3% | -35.0% | +113.3% | +79.1% |
| All | +837.0% | -40.8% | +877.7% | +860.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling