+506.7%
CIEN vs APO
+134.3%
+372.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +6.9% |
| 7D | -5.3% | +0.1% | -5.4% | -5.5% |
| 30D | -17.2% | +3.9% | -21.1% | -19.1% |
| 3M | -26.9% | +3.8% | -30.6% | -28.9% |
| 6M | +16.0% | +22.3% | -6.3% | +3.1% |
| YTD | +45.9% | -7.8% | +53.7% | +47.0% |
| 1Y | +186.8% | -0.3% | +187.1% | +174.8% |
| 3Y | +607.8% | +57.1% | +550.7% | +443.8% |
| 5Y | +506.7% | +137.0% | +369.8% | +256.2% |
| All | +506.7% | +134.3% | +372.4% | +256.2% |
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