-4.4%
APO vs ZCMD
-99.9%
+95.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -3.0% | +11.1% | +8.1% |
| 7D | +8.2% | -13.3% | +21.5% | +8.3% |
| 30D | +6.4% | -49.6% | +56.1% | +6.8% |
| 3M | -7.4% | -54.6% | +47.2% | -7.1% |
| 6M | -4.2% | -99.8% | +95.6% | +0.3% |
| YTD | -14.1% | -99.9% | +85.7% | -7.8% |
| 1Y | -4.4% | -99.9% | +95.5% | +5.9% |
| All | -4.4% | -99.9% | +95.5% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 1y: compounded portfolio wealth divided by compounded ZCMD 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…
1y analysis · Full analysis span regression · 6 months rolling