+2.2%
CDNS vs APO
-6.0%
+8.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.6% |
| 7D | +1.0% | +5.8% | -4.8% | -0.8% |
| 30D | -2.0% | +8.9% | -10.8% | -4.6% |
| 3M | -0.2% | -13.6% | +13.4% | +4.5% |
| 6M | -8.9% | -5.4% | -3.5% | -7.8% |
| YTD | +3.3% | -13.6% | +17.0% | +4.4% |
| 1Y | +2.2% | -2.5% | +4.7% | -0.9% |
| All | +2.2% | -6.0% | +8.2% | -0.9% |
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