+96.3%
CAT vs APO
+1.0%
+95.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.4% |
| 7D | +5.6% | +0.1% | +5.5% | +5.5% |
| 30D | -2.3% | +3.9% | -6.2% | -3.5% |
| 3M | -10.0% | +3.8% | -13.8% | -11.1% |
| 6M | +21.2% | +22.3% | -1.0% | +15.7% |
| YTD | +44.4% | -7.8% | +52.2% | +48.3% |
| 1Y | +96.3% | -0.3% | +96.6% | +99.1% |
| All | +96.3% | +1.0% | +95.2% | +99.1% |
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