+41.0%
CVS vs APO
+936.6%
-895.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.3% |
| 7D | -2.0% | -4.9% | +2.9% | -1.1% |
| 30D | +1.9% | -8.4% | +10.3% | +3.5% |
| 3M | -2.2% | -2.1% | -0.1% | -2.2% |
| 6M | +26.7% | +19.2% | +7.5% | +21.5% |
| YTD | +22.9% | -10.5% | +33.4% | +24.1% |
| 1Y | +32.9% | -2.7% | +35.6% | +31.5% |
| 3Y | +62.3% | +52.5% | +9.8% | +41.6% |
| 5Y | +34.2% | +132.1% | -97.8% | +2.9% |
| All | +41.0% | +936.6% | -895.6% | -15.3% |
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