+1,641.0%
APO vs CPB
+15.8%
+1,625.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.8% | +4.8% |
| 7D | +2.3% | +3.3% | -1.0% | +1.9% |
| 30D | +3.0% | +19.0% | -16.0% | +0.7% |
| 3M | -3.7% | +0.4% | -4.1% | -3.9% |
| 6M | -7.5% | +13.0% | -20.5% | -9.3% |
| YTD | -14.5% | -12.7% | -1.8% | -13.5% |
| 1Y | -6.2% | -20.9% | +14.7% | -3.8% |
| 3Y | +51.9% | -35.4% | +87.3% | +57.6% |
| 5Y | +76.5% | -32.3% | +108.7% | +78.8% |
| 10Y | +895.2% | -40.5% | +935.8% | +929.4% |
| All | +1,641.0% | +15.8% | +1,625.2% | +1,189.0% |
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