+19.4%
CDNS vs APO
+58.7%
-39.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.3% |
| 7D | -9.2% | +0.1% | -9.3% | -9.3% |
| 30D | -16.3% | +3.9% | -20.1% | -17.8% |
| 3M | -27.9% | +3.8% | -31.7% | -29.5% |
| 6M | -4.3% | +22.3% | -26.6% | -13.3% |
| YTD | -9.1% | -7.8% | -1.3% | -7.3% |
| 1Y | -21.2% | -0.3% | -20.9% | -22.9% |
| 3Y | +19.4% | +57.1% | -37.7% | -4.4% |
| All | +19.4% | +58.7% | -39.3% | -4.4% |
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