-52.3%
CORZ vs APO
-12.1%
-40.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.8% | +3.3% |
| 7D | -11.2% | +0.8% | -12.0% | -11.0% |
| 30D | -26.2% | +1.0% | -27.3% | -25.9% |
| 3M | -44.1% | -8.4% | -35.7% | -43.3% |
| 6M | -52.3% | -9.1% | -43.1% | -50.7% |
| All | -52.3% | -12.1% | -40.1% | -50.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling