+31.8%
CVS vs APO
+136.0%
-104.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.9% | -1.0% | -0.9% | -1.8% |
| 30D | -0.3% | -0.4% | +0.1% | -0.4% |
| 3M | -1.1% | -0.9% | -0.2% | -1.2% |
| 6M | +23.7% | +22.1% | +1.6% | +19.8% |
| YTD | +23.0% | -8.4% | +31.4% | +23.9% |
| 1Y | +37.2% | -0.9% | +38.1% | +36.2% |
| 3Y | +62.4% | +56.1% | +6.3% | +45.8% |
| 5Y | +31.8% | +136.0% | -104.2% | +3.8% |
| All | +31.8% | +136.0% | -104.2% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling