+137.9%
APO vs CSGP
-64.7%
+202.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | +0.3% |
| 7D | -1.0% | -4.1% | +3.1% | +0.6% |
| 30D | +3.5% | +2.3% | +1.1% | +2.2% |
| 3M | +4.5% | -8.2% | +12.7% | +6.9% |
| 6M | +22.8% | -35.1% | +57.8% | +44.9% |
| YTD | -6.5% | -54.0% | +47.5% | +27.1% |
| 1Y | +0.8% | -65.3% | +66.1% | +55.2% |
| 3Y | +62.0% | -62.6% | +124.5% | +132.6% |
| All | +137.9% | -64.7% | +202.6% | +242.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling