+335.4%
COP vs APO
+950.2%
-614.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.1% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | +15.6% | +3.9% | +11.7% | +13.5% |
| 3M | +14.3% | +3.8% | +10.6% | +11.5% |
| 6M | +17.0% | +22.3% | -5.3% | +5.5% |
| YTD | +47.4% | -7.8% | +55.2% | +48.2% |
| 1Y | +52.4% | -0.3% | +52.7% | +47.1% |
| 3Y | +20.8% | +57.1% | -36.3% | -9.1% |
| 5Y | +191.7% | +137.0% | +54.7% | +70.5% |
| All | +335.4% | +950.2% | -614.8% | +37.7% |
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 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