+679.9%
CB vs APO
+1,601.9%
-922.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +1.5% |
| 7D | +0.7% | +8.1% | -7.4% | -1.1% |
| 30D | +8.2% | +3.4% | +4.7% | +7.2% |
| 3M | +6.3% | -6.6% | +12.9% | +7.5% |
| 6M | +16.2% | -7.1% | +23.3% | +17.1% |
| YTD | +19.3% | -14.1% | +33.5% | +21.5% |
| 1Y | +29.2% | -4.7% | +33.9% | +28.2% |
| 3Y | +71.4% | +51.3% | +20.1% | +46.1% |
| 5Y | +104.2% | +82.7% | +21.5% | +60.7% |
| 10Y | +246.7% | +845.7% | -599.0% | +77.7% |
| All | +679.9% | +1,601.9% | -922.1% | +222.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling