+839.9%
APO vs CSGP
+65.4%
+774.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +0.2% | -7.1% | +7.3% | +3.4% |
| 30D | +3.1% | +3.6% | -0.5% | +0.3% |
| 3M | -12.0% | -2.7% | -9.2% | -12.6% |
| 6M | -5.0% | -8.1% | +3.1% | -4.6% |
| YTD | -14.0% | -55.0% | +41.0% | +19.1% |
| 1Y | -5.9% | -55.8% | +49.8% | +31.1% |
| 3Y | +51.6% | -62.0% | +113.6% | +119.6% |
| 5Y | +80.8% | -62.9% | +143.7% | +156.9% |
| 10Y | +839.9% | +62.6% | +777.3% | +624.7% |
| All | +839.9% | +65.4% | +774.5% | +624.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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