+47.7%
APO vs CSGP
-58.5%
+106.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.8% | -4.0% |
| 7D | -1.1% | +13.9% | -15.0% | -4.5% |
| 30D | +1.1% | +16.0% | -14.9% | -3.8% |
| 3M | -9.2% | +6.1% | -15.3% | -11.6% |
| 6M | -9.2% | -8.2% | -1.1% | -8.2% |
| YTD | -18.0% | -52.3% | +34.4% | +4.6% |
| 1Y | -10.9% | -54.5% | +43.6% | +15.5% |
| All | +47.7% | -58.5% | +106.2% | +91.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling