+35.7%
CTSH vs APO
+821.0%
-785.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.6% |
| 7D | -4.2% | +3.5% | -7.7% | -5.3% |
| 30D | +3.9% | +4.4% | -0.4% | +2.1% |
| 3M | +10.2% | -12.1% | +22.3% | +14.3% |
| 6M | +35.3% | -7.2% | +42.5% | +37.1% |
| YTD | -21.8% | -15.1% | -6.7% | -18.9% |
| 1Y | -12.1% | -7.7% | -4.5% | -11.5% |
| 3Y | +2.0% | +49.6% | -47.5% | -16.2% |
| 5Y | -15.3% | +78.3% | -93.6% | -36.8% |
| All | +35.7% | +821.0% | -785.3% | -35.4% |
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