-15.9%
CPRT vs APO
+75.6%
-91.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.1% | +0.1% |
| 7D | +1.6% | +2.3% | -0.7% | +0.8% |
| 30D | +18.8% | +3.0% | +15.8% | +17.6% |
| 3M | +9.4% | -3.7% | +13.1% | +10.1% |
| 6M | -4.4% | -7.5% | +3.1% | -3.0% |
| YTD | -17.1% | -14.5% | -2.6% | -14.3% |
| 1Y | -19.9% | -6.2% | -13.7% | -20.0% |
| 3Y | -30.5% | +51.9% | -82.4% | -45.9% |
| 5Y | -15.9% | +76.5% | -92.4% | -41.8% |
| All | -15.9% | +75.6% | -91.5% | -41.8% |
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 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