+781.5%
CDE vs APO
+50.8%
+730.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.2% |
| 7D | -6.1% | -4.9% | -1.2% | -4.2% |
| 30D | +9.5% | -8.4% | +17.9% | +13.0% |
| 3M | +32.0% | -2.1% | +34.0% | +32.6% |
| 6M | -12.8% | +19.2% | -32.0% | -19.4% |
| YTD | +14.2% | -10.5% | +24.7% | +18.7% |
| 1Y | +36.3% | -2.7% | +39.0% | +35.5% |
| All | +781.5% | +50.8% | +730.7% | +601.0% |
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