+857.2%
APO vs CSGP
+63.3%
+793.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.2% | +1.6% |
| 7D | +0.8% | +1.3% | -0.5% | +0.3% |
| 30D | +1.0% | +10.7% | -9.6% | -4.8% |
| 3M | -8.4% | +3.3% | -11.7% | -11.5% |
| 6M | -9.1% | -10.3% | +1.2% | -8.0% |
| YTD | -18.3% | -54.6% | +36.2% | +12.5% |
| 1Y | -8.0% | -54.6% | +46.7% | +26.7% |
| 3Y | +47.1% | -60.3% | +107.4% | +108.3% |
| 5Y | +67.2% | -63.3% | +130.5% | +138.9% |
| All | +857.2% | +63.3% | +793.9% | +668.0% |
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