+539.0%
CIEN vs APO
+53.0%
+486.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -5.3% |
| 7D | +15.3% | +5.8% | +9.5% | +12.8% |
| 30D | -22.0% | +8.9% | -30.9% | -25.0% |
| 3M | -36.6% | -13.6% | -23.0% | -33.0% |
| 6M | -51.5% | -5.4% | -46.1% | -51.2% |
| YTD | +20.0% | -13.6% | +33.6% | +25.1% |
| 1Y | +44.5% | -2.5% | +46.9% | +39.9% |
| 3Y | +539.0% | +50.9% | +488.2% | +462.7% |
| All | +539.0% | +53.0% | +486.0% | +462.7% |
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