+143.9%
CAT vs APO
+43.9%
+100.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | -10.3% | +0.8% | -11.1% | -10.8% |
| 30D | -31.2% | +1.0% | -32.2% | -31.8% |
| 3M | -34.7% | -8.4% | -26.3% | -33.1% |
| 6M | -39.5% | -9.1% | -30.4% | -38.1% |
| YTD | -1.7% | -18.3% | +16.7% | +4.6% |
| 1Y | -1.1% | -8.0% | +6.9% | 0.0% |
| 3Y | +143.9% | +47.1% | +96.8% | +111.1% |
| All | +143.9% | +43.9% | +100.0% | +111.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling