+281.7%
CORZ vs APO
+33.1%
+248.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.0% |
| 7D | -7.8% | +8.1% | -15.9% | -12.5% |
| 30D | -14.8% | +3.4% | -18.2% | -17.6% |
| 3M | -32.5% | -6.6% | -25.8% | -30.7% |
| 6M | -42.7% | -7.1% | -35.6% | -41.5% |
| YTD | -9.8% | -14.1% | +4.3% | -3.2% |
| 1Y | -31.9% | -4.7% | -27.2% | -33.2% |
| All | +281.7% | +33.1% | +248.6% | +170.9% |
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