+238.9%
CRM vs APO
+945.2%
-706.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.6% |
| 7D | -4.4% | -3.5% | -0.9% | -3.1% |
| 30D | +28.1% | -6.6% | +34.7% | +31.5% |
| 3M | +48.8% | -3.3% | +52.1% | +49.8% |
| 6M | +28.3% | +22.6% | +5.7% | +16.6% |
| YTD | -6.0% | -9.8% | +3.8% | -3.8% |
| 1Y | +1.4% | -3.9% | +5.3% | +0.5% |
| 3Y | +11.8% | +52.5% | -40.6% | -11.4% |
| 5Y | -2.0% | +134.0% | -136.0% | -36.3% |
| All | +238.9% | +945.2% | -706.3% | +34.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling