+386.4%
CIEN vs APO
+81.1%
+305.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.6% | +8.7% |
| 7D | +8.7% | +0.2% | +8.6% | +9.1% |
| 30D | -26.9% | +3.1% | -30.0% | -28.3% |
| 3M | -23.6% | -12.0% | -11.6% | -19.8% |
| 6M | -49.1% | -5.0% | -44.1% | -49.0% |
| YTD | +26.6% | -14.0% | +40.6% | +30.8% |
| 1Y | +42.7% | -5.9% | +48.7% | +40.6% |
| 3Y | +570.8% | +51.6% | +519.3% | +415.3% |
| 5Y | +386.4% | +80.8% | +305.6% | +213.8% |
| All | +386.4% | +81.1% | +305.4% | +213.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling