+130.7%
C vs APO
+138.1%
-7.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | +3.6% | -1.0% | +4.6% | +4.0% |
| 30D | +0.1% | +3.5% | -3.4% | -1.8% |
| 3M | +2.4% | +4.5% | -2.1% | -0.3% |
| 6M | +24.9% | +22.8% | +2.2% | +12.4% |
| YTD | +19.8% | -6.5% | +26.3% | +21.6% |
| 1Y | +44.9% | +0.8% | +44.0% | +41.3% |
| 3Y | +263.0% | +62.0% | +201.0% | +183.7% |
| All | +130.7% | +138.1% | -7.4% | +41.2% |
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