+845.7%
APO vs CPB
-40.9%
+886.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | +8.1% | +2.9% | +5.2% | +7.9% |
| 30D | +3.4% | +17.6% | -14.1% | +2.4% |
| 3M | -6.6% | +2.0% | -8.7% | -6.8% |
| 6M | -7.1% | +11.6% | -18.7% | -7.9% |
| YTD | -14.1% | -13.8% | -0.4% | -13.6% |
| 1Y | -4.7% | -21.6% | +16.9% | -3.5% |
| 3Y | +51.3% | -35.8% | +87.1% | +53.6% |
| 5Y | +82.7% | -33.3% | +116.0% | +83.2% |
| 10Y | +845.7% | -39.4% | +885.1% | +870.3% |
| All | +845.7% | -40.9% | +886.6% | +870.3% |
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