-6.4%
CARR vs APO
-2.1%
-4.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.3% |
| 7D | -3.8% | -3.5% | -0.3% | -3.1% |
| 30D | -8.9% | -6.6% | -2.4% | -7.7% |
| 3M | -17.3% | -3.3% | -14.0% | -17.1% |
| 6M | -1.4% | +22.6% | -24.0% | -4.8% |
| YTD | +10.0% | -9.8% | +19.8% | +12.7% |
| 1Y | -6.4% | -3.9% | -2.5% | -7.1% |
| All | -6.4% | -2.1% | -4.3% | -7.1% |
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