+837.0%
APO vs CRL
+354.1%
+482.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | +3.5% | +8.9% | -5.4% | 0.0% |
| 30D | +4.4% | +14.0% | -9.6% | -2.1% |
| 3M | -12.1% | +19.8% | -31.9% | -19.6% |
| 6M | -7.2% | +102.0% | -109.3% | -32.9% |
| YTD | -15.1% | +70.8% | -86.0% | -35.0% |
| 1Y | -7.7% | +98.7% | -106.4% | -33.9% |
| 3Y | +49.6% | +98.2% | -48.6% | -3.5% |
| 5Y | +78.3% | -11.7% | +90.0% | +70.5% |
| All | +837.0% | +354.1% | +482.9% | +272.5% |
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