+244.0%
CL vs APO
+1,518.9%
-1,274.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.7% | -2.1% |
| 7D | +1.3% | +0.8% | +0.5% | +1.2% |
| 30D | +11.4% | +1.0% | +10.3% | +11.2% |
| 3M | +4.4% | -8.4% | +12.8% | +5.2% |
| 6M | +10.8% | -9.1% | +19.9% | +11.5% |
| YTD | +25.1% | -18.3% | +43.5% | +27.0% |
| 1Y | +28.0% | -8.0% | +35.9% | +28.2% |
| 3Y | +37.6% | +47.1% | -9.4% | +27.5% |
| 5Y | +39.7% | +67.2% | -27.5% | +25.0% |
| 10Y | +75.8% | +871.8% | -796.0% | +19.5% |
| All | +244.0% | +1,518.9% | -1,274.9% | +111.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling