-27.5%
CMCSA vs APO
+52.4%
-79.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +0.7% | +0.2% | +0.5% | +0.6% |
| 30D | +21.0% | +3.1% | +17.9% | +20.2% |
| 3M | -0.9% | -12.0% | +11.0% | +0.9% |
| 6M | +2.9% | -5.0% | +7.9% | +3.3% |
| YTD | -5.9% | -14.0% | +8.1% | -4.1% |
| 1Y | +2.5% | -5.9% | +8.4% | +2.4% |
| All | -27.5% | +52.4% | -79.9% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling