-4.6%
CARR vs APO
+1.9%
-6.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +1.6% | -1.0% | +2.6% | +1.8% |
| 30D | -8.7% | +3.5% | -12.2% | -9.4% |
| 3M | -12.6% | +4.5% | -17.1% | -13.6% |
| 6M | -1.5% | +22.8% | -24.3% | -5.0% |
| YTD | +14.3% | -6.5% | +20.8% | +15.9% |
| 1Y | -4.6% | +0.8% | -5.4% | -6.5% |
| All | -4.6% | +1.9% | -6.4% | -6.5% |
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