+1,804.4%
APO vs CPB
+6.9%
+1,797.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.2% |
| 7D | -1.0% | -8.6% | +7.6% | +0.1% |
| 30D | +3.5% | -7.2% | +10.7% | +4.4% |
| 3M | +4.5% | +0.9% | +3.6% | +4.1% |
| 6M | +22.8% | -11.8% | +34.6% | +24.3% |
| YTD | -6.5% | -19.4% | +12.9% | -4.3% |
| 1Y | +0.8% | -30.4% | +31.2% | +5.1% |
| 3Y | +62.0% | -40.2% | +102.1% | +69.6% |
| 5Y | +138.2% | -39.5% | +177.8% | +145.8% |
| 10Y | +940.3% | -47.4% | +987.7% | +1,005.8% |
| All | +1,804.4% | +6.9% | +1,797.5% | +1,325.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling