+3,038.3%
CLS vs APO
+943.6%
+2,094.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | +20.1% | -1.0% | +21.1% | +20.7% |
| 30D | +6.0% | -0.4% | +6.4% | +5.8% |
| 3M | -10.3% | -0.9% | -9.4% | -10.6% |
| 6M | +24.5% | +22.1% | +2.4% | +10.7% |
| YTD | +12.9% | -8.4% | +21.2% | +14.3% |
| 1Y | +36.7% | -0.9% | +37.6% | +32.0% |
| 3Y | +1,328.1% | +56.1% | +1,271.9% | +1,035.5% |
| 5Y | +3,682.3% | +136.0% | +3,546.3% | +2,332.7% |
| 10Y | +3,038.3% | +949.3% | +2,089.0% | +1,276.8% |
| All | +3,038.3% | +943.6% | +2,094.7% | +1,276.8% |
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