+427.3%
CSX vs APO
+857.2%
-429.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.2% |
| 7D | -5.5% | +0.8% | -6.3% | -5.9% |
| 30D | +4.9% | +1.0% | +3.9% | +4.4% |
| 3M | -2.9% | -8.4% | +5.5% | -0.6% |
| 6M | +8.3% | -9.1% | +17.4% | +10.6% |
| YTD | +36.7% | -18.3% | +55.1% | +43.1% |
| 1Y | +41.5% | -8.0% | +49.5% | +41.9% |
| 3Y | +68.6% | +47.1% | +21.6% | +36.9% |
| 5Y | +48.4% | +67.2% | -18.7% | +10.2% |
| All | +427.3% | +857.2% | -429.9% | +119.3% |
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 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