+2,899.0%
CDNS vs APO
+1,753.5%
+1,145.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.8% |
| 7D | -14.0% | -1.0% | -13.0% | -13.6% |
| 30D | -13.2% | +3.5% | -16.6% | -14.4% |
| 3M | -28.9% | +4.5% | -33.4% | -30.4% |
| 6M | -4.2% | +22.8% | -26.9% | -11.7% |
| YTD | -6.4% | -6.5% | +0.1% | -5.3% |
| 1Y | -16.2% | +0.8% | -17.0% | -17.9% |
| 3Y | +20.2% | +62.0% | -41.8% | -2.1% |
| 5Y | +76.6% | +138.2% | -61.6% | +23.5% |
| 10Y | +1,029.7% | +940.3% | +89.4% | +371.2% |
| All | +2,899.0% | +1,753.5% | +1,145.5% | +885.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling