-46.0%
CPNG vs APO
+81.1%
-127.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.6% |
| 7D | -6.8% | +5.8% | -12.5% | -9.5% |
| 30D | +5.5% | +8.9% | -3.4% | +0.8% |
| 3M | -6.8% | -13.6% | +6.9% | +0.3% |
| 6M | -4.8% | -5.4% | +0.6% | -2.8% |
| YTD | -35.6% | -13.6% | -22.0% | -31.6% |
| 1Y | -46.8% | -2.5% | -44.3% | -47.3% |
| 3Y | -0.8% | +50.9% | -51.6% | -36.5% |
| All | -46.0% | +81.1% | -127.2% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling