+21.0%
CTSH vs APO
+943.6%
-922.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.7% |
| 7D | -8.2% | -1.0% | -7.2% | -7.9% |
| 30D | +0.4% | -0.4% | +0.8% | +0.5% |
| 3M | +10.6% | -0.9% | +11.5% | +10.4% |
| 6M | -8.8% | +22.1% | -31.0% | -15.6% |
| YTD | -28.6% | -8.4% | -20.2% | -27.4% |
| 1Y | -15.9% | -0.9% | -15.0% | -17.1% |
| 3Y | -13.9% | +56.1% | -70.0% | -30.0% |
| 5Y | -17.1% | +136.0% | -153.1% | -43.8% |
| 10Y | +21.0% | +949.3% | -928.3% | -49.1% |
| All | +21.0% | +943.6% | -922.6% | -49.1% |
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 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