-46.6%
COIN vs APO
+204.3%
-251.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.9% |
| 7D | -5.1% | -3.5% | -1.6% | -1.7% |
| 30D | +17.6% | -6.6% | +24.1% | +25.4% |
| 3M | +9.2% | -3.3% | +12.5% | +10.4% |
| 6M | -11.8% | +22.6% | -34.4% | -30.8% |
| YTD | -22.5% | -9.8% | -12.7% | -16.9% |
| 1Y | -45.9% | -3.9% | -42.0% | -46.7% |
| 3Y | +117.4% | +52.5% | +64.9% | +29.1% |
| 5Y | -29.4% | +134.0% | -163.4% | -72.1% |
| All | -46.6% | +204.3% | -251.0% | -80.7% |
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