+1,036.6%
CDNS vs APO
+943.6%
+93.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -7.2% | -1.0% | -6.2% | -6.8% |
| 30D | -14.3% | -0.4% | -13.9% | -14.3% |
| 3M | -27.2% | -0.9% | -26.3% | -27.3% |
| 6M | -4.5% | +22.1% | -26.7% | -12.4% |
| YTD | -9.0% | -8.4% | -0.6% | -7.1% |
| 1Y | -21.3% | -0.9% | -20.4% | -22.6% |
| 3Y | +19.6% | +56.1% | -36.6% | -2.9% |
| 5Y | +71.5% | +136.0% | -64.5% | +16.9% |
| 10Y | +1,036.6% | +949.3% | +87.3% | +408.5% |
| All | +1,036.6% | +943.6% | +93.0% | +408.5% |
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 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