+393.0%
APO vs CTVA
+210.9%
+182.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -4.9% | -4.7% | -0.2% | -2.8% |
| 30D | -8.4% | +11.1% | -19.5% | -12.9% |
| 3M | -2.1% | +13.7% | -15.8% | -9.2% |
| 6M | +19.2% | +11.2% | +8.0% | +11.1% |
| YTD | -10.5% | +26.9% | -37.4% | -22.3% |
| 1Y | -2.7% | +18.8% | -21.5% | -13.1% |
| 3Y | +52.5% | +75.9% | -23.5% | +10.4% |
| 5Y | +132.1% | +105.2% | +26.9% | +54.7% |
| All | +393.0% | +210.9% | +182.1% | +133.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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