-27.8%
COIN vs APO
+132.8%
-160.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.9% |
| 7D | -5.1% | -3.5% | -1.6% | -1.6% |
| 30D | +17.6% | -6.6% | +24.1% | +25.6% |
| 3M | +9.2% | -3.3% | +12.5% | +10.4% |
| 6M | -11.8% | +22.6% | -34.4% | -31.3% |
| YTD | -22.5% | -9.8% | -12.7% | -16.8% |
| 1Y | -45.9% | -3.9% | -42.0% | -46.8% |
| 3Y | +117.4% | +52.5% | +64.9% | +24.5% |
| All | -27.8% | +132.8% | -160.6% | -73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling