+11.7%
CRCL vs APO
+2.3%
+9.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.9% |
| 7D | +4.9% | -1.0% | +5.9% | +5.8% |
| 30D | +38.7% | -0.4% | +39.1% | +39.2% |
| 3M | +14.7% | -0.9% | +15.5% | +15.5% |
| 6M | -16.9% | +22.1% | -39.0% | -30.8% |
| YTD | +17.3% | -8.4% | +25.6% | +24.0% |
| 1Y | -21.2% | -0.9% | -20.2% | -20.8% |
| All | +11.7% | +2.3% | +9.4% | +52.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling