+1,110.7%
CAT vs APO
+961.0%
+149.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.0% |
| 7D | +1.7% | -1.0% | +2.7% | +2.1% |
| 30D | -6.6% | +3.5% | -10.0% | -8.1% |
| 3M | -13.3% | +4.5% | -17.8% | -15.3% |
| 6M | +11.6% | +22.8% | -11.2% | +1.6% |
| YTD | +42.9% | -6.5% | +49.4% | +44.4% |
| 1Y | +95.4% | +0.8% | +94.6% | +90.1% |
| 3Y | +196.6% | +62.0% | +134.6% | +131.5% |
| 5Y | +321.7% | +138.2% | +183.4% | +169.8% |
| All | +1,110.7% | +961.0% | +149.7% | +312.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling