+220.1%
C vs APO
+903.0%
-682.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.7% | -2.2% | +0.1% |
| 7D | -0.9% | +2.3% | -3.2% | -2.3% |
| 30D | -5.4% | +3.0% | -8.4% | -7.1% |
| 3M | -9.2% | -3.7% | -5.4% | -8.1% |
| 6M | -1.8% | -7.5% | +5.7% | +0.8% |
| YTD | +6.7% | -14.5% | +21.2% | +12.8% |
| 1Y | +23.5% | -6.2% | +29.7% | +24.3% |
| 3Y | +219.8% | +51.9% | +167.9% | +143.4% |
| 5Y | +112.4% | +76.5% | +35.9% | +42.3% |
| 10Y | +220.1% | +895.2% | -675.2% | -6.4% |
| All | +220.1% | +903.0% | -682.9% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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