+712.5%
CAT vs APO
+903.0%
-190.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.7% | +2.5% | +5.4% |
| 7D | -2.4% | +2.3% | -4.7% | -3.6% |
| 30D | -25.0% | +3.0% | -28.0% | -26.3% |
| 3M | -28.7% | -3.7% | -25.0% | -28.4% |
| 6M | -33.0% | -7.5% | -25.5% | -31.8% |
| YTD | +5.4% | -14.5% | +20.0% | +9.7% |
| 1Y | +7.3% | -6.2% | +13.4% | +7.3% |
| 3Y | +166.0% | +51.9% | +114.1% | +111.9% |
| 5Y | +210.1% | +76.5% | +133.6% | +123.5% |
| 10Y | +712.5% | +895.2% | -182.7% | +179.9% |
| All | +712.5% | +903.0% | -190.5% | +179.9% |
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 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