+117.4%
COIN vs APO
+52.1%
+65.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.0% |
| 7D | -5.1% | -3.5% | -1.6% | -2.1% |
| 30D | +17.6% | -6.6% | +24.1% | +24.4% |
| 3M | +9.2% | -3.3% | +12.5% | +10.7% |
| 6M | -11.8% | +22.6% | -34.4% | -28.8% |
| YTD | -22.5% | -9.8% | -12.7% | -16.9% |
| 1Y | -45.9% | -3.9% | -42.0% | -46.1% |
| 3Y | +117.4% | +52.5% | +64.9% | +72.3% |
| All | +117.4% | +52.1% | +65.3% | +72.3% |
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