+340.2%
COP vs APO
+943.6%
-603.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.3% |
| 7D | -0.5% | -1.0% | +0.5% | -0.1% |
| 30D | +11.7% | -0.4% | +12.1% | +11.4% |
| 3M | +17.7% | -0.9% | +18.6% | +16.9% |
| 6M | +18.3% | +22.1% | -3.8% | +6.7% |
| YTD | +49.1% | -8.4% | +57.4% | +50.2% |
| 1Y | +53.3% | -0.9% | +54.3% | +48.3% |
| 3Y | +22.2% | +56.1% | -34.0% | -7.9% |
| 5Y | +193.3% | +136.0% | +57.3% | +71.7% |
| 10Y | +340.2% | +949.3% | -609.1% | +39.6% |
| All | +340.2% | +943.6% | -603.4% | +39.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling