-15.5%
APO vs CYCU
-99.9%
+84.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.6% |
| 7D | -1.0% | -8.1% | +7.0% | -1.0% |
| 30D | +3.5% | -43.0% | +46.4% | +3.7% |
| 3M | +4.5% | -50.8% | +55.4% | +6.2% |
| 6M | +22.8% | -74.1% | +96.9% | +26.6% |
| YTD | -6.5% | -84.0% | +77.5% | -1.9% |
| 1Y | +0.8% | -92.2% | +93.1% | +3.9% |
| All | -15.5% | -99.9% | +84.3% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 CYCU 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