+20.2%
CLF vs APO
-5.6%
+25.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +8.1% | -17.3% | -12.1% |
| 7D | -7.9% | +8.2% | -16.1% | -11.0% |
| 30D | +5.2% | +6.4% | -1.2% | +2.3% |
| 3M | +4.3% | -7.4% | +11.8% | +7.4% |
| 6M | +25.3% | -4.2% | +29.4% | +26.8% |
| YTD | -3.3% | -14.1% | +10.8% | +7.3% |
| 1Y | +20.2% | -4.4% | +24.6% | +27.9% |
| All | +20.2% | -5.6% | +25.9% | +27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling