+908.2%
APO vs CRS
+1,409.1%
-500.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.6% |
| 7D | -4.9% | -4.1% | -0.8% | -3.5% |
| 30D | -8.4% | -16.6% | +8.1% | -2.8% |
| 3M | -2.1% | -14.3% | +12.2% | +2.4% |
| 6M | +19.2% | +11.6% | +7.7% | +12.7% |
| YTD | -10.5% | +42.6% | -53.1% | -23.4% |
| 1Y | -2.7% | +81.8% | -84.5% | -25.2% |
| 3Y | +52.5% | +632.1% | -579.6% | -31.8% |
| 5Y | +132.1% | +1,401.6% | -1,269.6% | -23.8% |
| All | +908.2% | +1,409.1% | -500.8% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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