+946.8%
APO vs CPB
-45.7%
+992.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.5% |
| 7D | +0.1% | -8.2% | +8.3% | +0.6% |
| 30D | +3.9% | -5.6% | +9.5% | +4.2% |
| 3M | +3.8% | +3.0% | +0.8% | +3.4% |
| 6M | +22.3% | -12.7% | +35.0% | +23.2% |
| YTD | -7.8% | -18.0% | +10.2% | -6.8% |
| 1Y | -0.3% | -31.7% | +31.4% | +1.9% |
| 3Y | +57.1% | -41.0% | +98.1% | +60.6% |
| 5Y | +137.0% | -38.4% | +175.4% | +139.3% |
| 10Y | +946.8% | -45.0% | +991.8% | +1,007.3% |
| All | +946.8% | -45.7% | +992.5% | +1,007.3% |
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