+329.9%
COP vs APO
+821.0%
-491.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.1% |
| 7D | +3.4% | +3.5% | -0.1% | +2.0% |
| 30D | -0.6% | +4.4% | -5.0% | -2.9% |
| 3M | +10.8% | -12.1% | +22.8% | +15.0% |
| 6M | +19.6% | -7.2% | +26.9% | +20.5% |
| YTD | +52.9% | -15.1% | +68.0% | +57.3% |
| 1Y | +62.2% | -7.7% | +69.9% | +60.8% |
| 3Y | +32.4% | +49.6% | -17.2% | +0.9% |
| 5Y | +129.7% | +78.3% | +51.5% | +52.9% |
| All | +329.9% | +821.0% | -491.1% | +45.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling