+243.0%
CB vs APO
+903.0%
-660.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.7% | -5.1% | -1.5% |
| 7D | -1.5% | +2.3% | -3.8% | -2.1% |
| 30D | +6.5% | +3.0% | +3.5% | +5.6% |
| 3M | +4.1% | -3.7% | +7.8% | +4.5% |
| 6M | +14.4% | -7.5% | +21.9% | +15.5% |
| YTD | +17.5% | -14.5% | +32.0% | +19.9% |
| 1Y | +27.5% | -6.2% | +33.7% | +27.0% |
| 3Y | +71.6% | +51.9% | +19.7% | +44.1% |
| 5Y | +100.6% | +76.5% | +24.2% | +55.9% |
| 10Y | +243.0% | +895.2% | -652.2% | +84.4% |
| All | +243.0% | +903.0% | -660.0% | +84.4% |
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