-2.7%
APO vs FCEL
+197.5%
-200.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.9% | +3.6% | -2.1% |
| 7D | -4.9% | +6.3% | -11.2% | -5.2% |
| 30D | -8.4% | -18.8% | +10.4% | -7.9% |
| 3M | -2.1% | -3.8% | +1.8% | -4.0% |
| 6M | +19.2% | +121.1% | -101.9% | +6.1% |
| YTD | -10.5% | +113.3% | -123.8% | -20.6% |
| 1Y | -2.7% | +173.5% | -176.2% | -14.3% |
| All | -2.7% | +197.5% | -200.2% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling