+1,563.3%
APO vs CPB
+15.7%
+1,547.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.8% | -0.3% |
| 7D | +0.8% | +8.0% | -7.2% | -0.2% |
| 30D | +1.0% | +22.4% | -21.3% | -1.5% |
| 3M | -8.4% | +2.5% | -10.9% | -8.8% |
| 6M | -9.1% | +12.2% | -21.3% | -10.9% |
| YTD | -18.3% | -12.8% | -5.5% | -17.3% |
| 1Y | -8.0% | -19.2% | +11.2% | -5.9% |
| 3Y | +47.1% | -35.6% | +82.6% | +52.6% |
| 5Y | +67.2% | -31.4% | +98.6% | +68.9% |
| 10Y | +871.8% | -37.9% | +909.8% | +887.5% |
| All | +1,563.3% | +15.7% | +1,547.7% | +1,131.7% |
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