+64.1%
COP vs APO
-6.0%
+70.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | +1.7% |
| 7D | +4.4% | +5.8% | -1.3% | +4.9% |
| 30D | 0.0% | +8.9% | -8.9% | +0.9% |
| 3M | +15.0% | -13.6% | +28.7% | +14.9% |
| 6M | +22.0% | -5.4% | +27.4% | +22.5% |
| YTD | +55.3% | -13.6% | +69.0% | +68.9% |
| 1Y | +64.1% | -2.5% | +66.6% | +69.6% |
| All | +64.1% | -6.0% | +70.1% | +69.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling