+1,751.5%
CLS vs APO
+903.0%
+848.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +4.7% | +3.2% | +5.6% |
| 7D | -10.6% | +2.3% | -12.8% | -11.9% |
| 30D | -38.4% | +3.0% | -41.4% | -39.9% |
| 3M | -29.9% | -3.7% | -26.2% | -29.6% |
| 6M | -40.6% | -7.5% | -33.2% | -39.6% |
| YTD | -24.6% | -14.5% | -10.1% | -21.8% |
| 1Y | -30.8% | -6.2% | -24.6% | -31.5% |
| 3Y | +811.7% | +51.9% | +759.8% | +629.2% |
| 5Y | +1,838.4% | +76.5% | +1,762.0% | +1,302.0% |
| 10Y | +1,751.5% | +895.2% | +856.3% | +754.4% |
| All | +1,751.5% | +903.0% | +848.5% | +754.4% |
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 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