+949.3%
APO vs CRL
+244.4%
+704.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.3% |
| 7D | -1.0% | -4.6% | +3.6% | +0.9% |
| 30D | -0.4% | +0.5% | -0.9% | -0.7% |
| 3M | -0.9% | +46.6% | -47.5% | -16.4% |
| 6M | +22.1% | +57.3% | -35.1% | -1.5% |
| YTD | -8.4% | +39.5% | -47.9% | -22.7% |
| 1Y | -0.9% | +76.9% | -77.8% | -25.7% |
| 3Y | +56.1% | +39.4% | +16.8% | +19.6% |
| 5Y | +136.0% | -37.2% | +173.2% | +165.4% |
| 10Y | +949.3% | +253.4% | +695.9% | +370.9% |
| All | +949.3% | +244.4% | +704.9% | +370.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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