+86.2%
CL vs APO
+821.0%
-734.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | -0.8% | +3.5% | -4.3% | -1.1% |
| 30D | +9.5% | +4.4% | +5.1% | +9.0% |
| 3M | +6.6% | -12.1% | +18.7% | +7.7% |
| 6M | +13.2% | -7.2% | +20.5% | +13.7% |
| YTD | +26.9% | -15.1% | +42.0% | +28.1% |
| 1Y | +27.6% | -7.7% | +35.3% | +27.8% |
| 3Y | +39.1% | +49.6% | -10.5% | +29.1% |
| 5Y | +41.3% | +78.3% | -37.0% | +25.9% |
| All | +86.2% | +821.0% | -734.8% | +31.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling