-9.9%
CPRT vs APO
+134.3%
-144.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.9% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +9.9% | +3.9% | +6.0% | +8.3% |
| 3M | +5.6% | +3.8% | +1.9% | +3.8% |
| 6M | -13.6% | +22.3% | -35.9% | -20.0% |
| YTD | -16.7% | -7.8% | -8.9% | -15.8% |
| 1Y | -33.1% | -0.3% | -32.8% | -34.6% |
| 3Y | -27.1% | +57.1% | -84.2% | -43.2% |
| 5Y | -9.9% | +137.0% | -146.8% | -44.4% |
| All | -9.9% | +134.3% | -144.2% | -44.4% |
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