-86.2%
CLF vs APO
+1,518.9%
-1,605.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | -19.6% | +0.8% | -20.4% | -20.4% |
| 30D | -5.0% | +1.0% | -6.0% | -6.4% |
| 3M | -6.3% | -8.4% | +2.1% | -2.9% |
| 6M | +2.8% | -9.1% | +11.9% | +7.0% |
| YTD | -13.7% | -18.3% | +4.6% | -5.7% |
| 1Y | +13.6% | -8.0% | +21.6% | +15.6% |
| 3Y | -34.0% | +47.1% | -81.0% | -50.9% |
| 5Y | -48.7% | +67.2% | -115.9% | -65.9% |
| 10Y | +113.4% | +871.8% | -758.4% | -50.1% |
| All | -86.2% | +1,518.9% | -1,605.0% | -98.0% |
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