+1,914.6%
CLS vs APO
+837.1%
+1,077.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.7% | -7.1% | -6.2% |
| 7D | +16.3% | +5.8% | +10.5% | +13.2% |
| 30D | -25.7% | +8.9% | -34.6% | -29.4% |
| 3M | -30.9% | -13.6% | -17.2% | -26.6% |
| 6M | -35.5% | -5.4% | -30.1% | -35.1% |
| YTD | -18.7% | -13.6% | -5.1% | -16.2% |
| 1Y | -17.9% | -2.5% | -15.4% | -20.5% |
| 3Y | +838.1% | +50.9% | +787.2% | +651.0% |
| 5Y | +1,971.9% | +81.4% | +1,890.5% | +1,377.6% |
| All | +1,914.6% | +837.1% | +1,077.5% | +801.8% |
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