+8.9%
CRCL vs APO
+0.7%
+8.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.3% |
| 7D | -11.2% | -3.5% | -7.7% | -9.0% |
| 30D | +27.1% | -6.6% | +33.7% | +33.0% |
| 3M | +9.6% | -3.3% | +12.9% | +12.3% |
| 6M | -19.7% | +22.6% | -42.3% | -33.6% |
| YTD | +14.2% | -9.8% | +24.0% | +22.1% |
| 1Y | -32.2% | -3.9% | -28.4% | -30.6% |
| All | +8.9% | +0.7% | +8.1% | +50.2% |
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