+247.9%
CB vs APO
+821.0%
-573.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.7% |
| 7D | 0.0% | +3.5% | -3.4% | -0.8% |
| 30D | +7.4% | +4.4% | +3.0% | +6.2% |
| 3M | +8.6% | -12.1% | +20.7% | +11.4% |
| 6M | +16.1% | -7.2% | +23.4% | +17.1% |
| YTD | +20.2% | -15.1% | +35.3% | +22.8% |
| 1Y | +27.2% | -7.7% | +34.9% | +27.2% |
| 3Y | +72.7% | +49.6% | +23.1% | +45.5% |
| 5Y | +105.9% | +78.3% | +27.7% | +59.4% |
| All | +247.9% | +821.0% | -573.1% | +88.5% |
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