+97.5%
CSCO vs APO
+53.0%
+44.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.7% | -8.0% | -6.6% |
| 7D | +1.9% | +5.8% | -3.8% | +0.7% |
| 30D | -15.8% | +8.9% | -24.7% | -17.5% |
| 3M | -15.4% | -13.6% | -1.7% | -12.9% |
| 6M | -5.4% | -5.4% | 0.0% | -4.9% |
| YTD | +26.5% | -13.6% | +40.1% | +29.4% |
| 1Y | +25.9% | -2.5% | +28.4% | +24.9% |
| 3Y | +97.5% | +50.9% | +46.7% | +69.3% |
| All | +97.5% | +53.0% | +44.5% | +69.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling