+34.0%
CDE vs APO
-2.1%
+36.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +1.0% |
| 7D | -3.1% | -3.5% | +0.4% | -2.4% |
| 30D | +9.5% | -6.6% | +16.0% | +10.7% |
| 3M | +25.5% | -3.3% | +28.8% | +25.9% |
| 6M | -7.9% | +22.6% | -30.5% | -9.7% |
| YTD | +15.6% | -9.8% | +25.3% | +21.4% |
| 1Y | +34.0% | -3.9% | +37.9% | +44.8% |
| All | +34.0% | -2.1% | +36.1% | +44.8% |
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