+80.1%
CLF vs APO
+903.0%
-822.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.7% | +2.3% | +4.2% |
| 7D | -14.1% | +2.3% | -16.4% | -15.6% |
| 30D | -5.5% | +3.0% | -8.5% | -8.0% |
| 3M | 0.0% | -3.7% | +3.7% | +0.8% |
| 6M | +11.3% | -7.5% | +18.7% | +14.8% |
| YTD | -7.7% | -14.5% | +6.8% | -1.4% |
| 1Y | +17.5% | -6.2% | +23.7% | +18.4% |
| 3Y | -25.4% | +51.9% | -77.3% | -46.3% |
| 5Y | -46.0% | +76.5% | -122.4% | -66.0% |
| 10Y | +80.1% | +895.2% | -815.2% | -60.6% |
| All | +80.1% | +903.0% | -822.9% | -60.6% |
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