-0.3%
APO vs CPB
-31.9%
+31.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.4% |
| 7D | +0.1% | -8.2% | +8.3% | +0.2% |
| 30D | +3.9% | -5.6% | +9.5% | +3.8% |
| 3M | +3.8% | +3.0% | +0.8% | +3.7% |
| 6M | +22.3% | -12.7% | +35.0% | +22.4% |
| YTD | -7.8% | -18.0% | +10.2% | -7.9% |
| 1Y | -0.3% | -31.7% | +31.4% | -0.8% |
| All | -0.3% | -31.9% | +31.5% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling