+72.2%
CSX vs APO
+61.7%
+10.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -3.4% | -1.0% | -2.4% | -3.2% |
| 30D | -3.1% | +3.5% | -6.5% | -3.9% |
| 3M | +7.2% | +4.5% | +2.6% | +5.7% |
| 6M | +16.2% | +22.8% | -6.6% | +10.0% |
| YTD | +37.5% | -6.5% | +44.0% | +38.8% |
| 1Y | +53.2% | +0.8% | +52.4% | +51.0% |
| All | +72.2% | +61.7% | +10.5% | +63.1% |
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