+853.3%
APO vs CSGP
+65.8%
+787.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.1% | +0.5% |
| 7D | +5.8% | +1.3% | +4.4% | +5.1% |
| 30D | +8.9% | +2.8% | +6.1% | +6.3% |
| 3M | -13.6% | -6.3% | -7.3% | -12.7% |
| 6M | -5.4% | -3.2% | -2.2% | -7.3% |
| YTD | -13.6% | -54.0% | +40.3% | +18.5% |
| 1Y | -2.5% | -54.8% | +52.3% | +34.8% |
| 3Y | +50.9% | -60.6% | +111.4% | +115.0% |
| 5Y | +81.4% | -62.6% | +144.0% | +157.5% |
| All | +853.3% | +65.8% | +787.5% | +608.4% |
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