+227.8%
CMCSA vs APO
+1,753.5%
-1,525.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -2.1% | -1.0% | -1.1% | -1.9% |
| 30D | +7.0% | +3.5% | +3.6% | +6.0% |
| 3M | +15.1% | +4.5% | +10.6% | +13.3% |
| 6M | -15.4% | +22.8% | -38.1% | -20.4% |
| YTD | -1.9% | -6.5% | +4.6% | -1.6% |
| 1Y | -12.7% | +0.8% | -13.5% | -14.5% |
| 3Y | -31.0% | +62.0% | -93.0% | -42.3% |
| 5Y | -46.1% | +138.2% | -184.3% | -60.6% |
| 10Y | +10.8% | +940.3% | -929.4% | -46.7% |
| All | +227.8% | +1,753.5% | -1,525.7% | +36.0% |
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