-1.8%
CARR vs APO
-5.6%
+3.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.1% | -7.6% | -1.1% |
| 7D | -0.7% | +8.2% | -8.9% | -2.3% |
| 30D | +0.3% | +6.4% | -6.1% | -1.1% |
| 3M | -14.9% | -7.4% | -7.5% | -13.7% |
| 6M | -14.9% | -4.2% | -10.7% | -14.4% |
| YTD | +7.0% | -14.1% | +21.1% | +11.5% |
| 1Y | -1.8% | -4.4% | +2.6% | -0.9% |
| All | -1.8% | -5.6% | +3.9% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling