+57.3%
CL vs APO
+943.6%
-886.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.4% |
| 7D | -2.3% | -1.0% | -1.3% | -2.2% |
| 30D | -5.5% | -0.4% | -5.1% | -5.5% |
| 3M | +0.8% | -0.9% | +1.7% | +0.8% |
| 6M | -4.2% | +22.1% | -26.4% | -6.1% |
| YTD | +13.4% | -8.4% | +21.8% | +13.8% |
| 1Y | +7.1% | -0.9% | +8.0% | +6.5% |
| 3Y | +29.0% | +56.1% | -27.1% | +19.5% |
| 5Y | +28.3% | +136.0% | -107.7% | +10.4% |
| 10Y | +57.3% | +949.3% | -892.0% | +17.0% |
| All | +57.3% | +943.6% | -886.3% | +17.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling