+18.8%
CLF vs APO
-8.0%
+26.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.7% | +2.3% | +5.1% |
| 7D | -14.1% | +2.3% | -16.4% | -14.7% |
| 30D | -5.5% | +3.0% | -8.5% | -6.6% |
| 3M | 0.0% | -3.7% | +3.7% | +1.1% |
| 6M | +11.3% | -7.5% | +18.7% | +14.4% |
| YTD | -7.7% | -14.5% | +6.8% | +3.0% |
| All | +18.8% | -8.0% | +26.8% | +31.5% |
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