+1,166.2%
CDNS vs APO
+837.1%
+329.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.8% |
| 7D | +1.0% | +5.8% | -4.8% | -1.2% |
| 30D | -2.0% | +8.9% | -10.8% | -5.3% |
| 3M | -0.2% | -13.6% | +13.4% | +5.1% |
| 6M | -8.9% | -5.4% | -3.5% | -7.9% |
| YTD | +3.3% | -13.6% | +17.0% | +7.4% |
| 1Y | +2.2% | -2.5% | +4.7% | +1.2% |
| 3Y | +22.4% | +50.9% | -28.5% | +0.3% |
| 5Y | +78.0% | +81.4% | -3.4% | +32.1% |
| All | +1,166.2% | +837.1% | +329.1% | +479.8% |
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 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