+879.3%
CSCO vs APO
+1,753.5%
-874.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.7% |
| 7D | -0.7% | -1.0% | +0.4% | -0.4% |
| 30D | -10.1% | +3.5% | -13.6% | -11.2% |
| 3M | -15.7% | +4.5% | -20.2% | -17.1% |
| 6M | +36.3% | +22.8% | +13.5% | +28.0% |
| YTD | +43.8% | -6.5% | +50.3% | +44.4% |
| 1Y | +63.9% | +0.8% | +63.1% | +60.4% |
| 3Y | +104.4% | +62.0% | +42.4% | +70.8% |
| 5Y | +111.4% | +138.2% | -26.9% | +53.7% |
| 10Y | +361.7% | +940.3% | -578.6% | +118.2% |
| All | +879.3% | +1,753.5% | -874.1% | +298.5% |
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