+853.3%
APO vs FCEL
-99.1%
+952.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.6% | +7.3% | +2.1% |
| 7D | +5.8% | -2.8% | +8.6% | +5.9% |
| 30D | +8.9% | -31.6% | +40.5% | +11.0% |
| 3M | -13.6% | -52.4% | +38.8% | -10.6% |
| 6M | -5.4% | -51.4% | +46.0% | -4.5% |
| YTD | -13.6% | +32.4% | -46.1% | -19.4% |
| 1Y | -2.5% | +37.5% | -40.0% | -9.6% |
| 3Y | +50.9% | -69.3% | +120.1% | +44.6% |
| 5Y | +81.4% | -97.1% | +178.5% | +93.1% |
| All | +853.3% | -99.1% | +952.5% | +968.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 FCEL 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