+318.0%
CORZ vs APO
+31.6%
+286.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -0.5% |
| 7D | +26.4% | +3.5% | +22.9% | +23.9% |
| 30D | -6.8% | +4.4% | -11.2% | -10.3% |
| 3M | -31.1% | -12.1% | -19.0% | -26.2% |
| 6M | -36.9% | -7.2% | -29.7% | -35.6% |
| YTD | -1.2% | -15.1% | +13.9% | +6.8% |
| 1Y | -12.5% | -7.7% | -4.9% | -12.0% |
| All | +318.0% | +31.6% | +286.5% | +198.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling