+105.9%
C vs APO
+67.1%
+38.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | -2.4% | +0.8% | -3.2% | -2.9% |
| 30D | -6.0% | +1.0% | -7.0% | -6.6% |
| 3M | -10.5% | -8.4% | -2.2% | -7.5% |
| 6M | -5.7% | -9.1% | +3.4% | -2.7% |
| YTD | +4.1% | -18.3% | +22.5% | +12.0% |
| 1Y | +20.5% | -8.0% | +28.5% | +22.4% |
| 3Y | +208.1% | +47.1% | +161.1% | +150.1% |
| All | +105.9% | +67.1% | +38.9% | +43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling