+932.4%
APO vs FCEL
-99.1%
+1,031.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.7% | +6.1% | -0.2% |
| 7D | -1.0% | +15.1% | -16.1% | -1.9% |
| 30D | -0.4% | -16.4% | +16.1% | +0.3% |
| 3M | -0.9% | -5.3% | +4.4% | -2.5% |
| 6M | +22.1% | +124.5% | -102.4% | +11.7% |
| YTD | -8.4% | +126.7% | -135.1% | -16.6% |
| 1Y | -0.9% | +219.9% | -220.8% | -12.7% |
| 3Y | +56.1% | -61.6% | +117.8% | +48.3% |
| 5Y | +136.0% | -90.5% | +226.5% | +136.8% |
| All | +932.4% | -99.1% | +1,031.6% | +952.5% |
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