+57.1%
APO vs FCEL
-59.7%
+116.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +18.8% | -20.2% | -2.3% |
| 7D | +0.1% | +4.0% | -3.9% | -0.3% |
| 30D | +3.9% | -13.1% | +16.9% | +4.3% |
| 3M | +3.8% | +14.6% | -10.8% | +1.0% |
| 6M | +22.3% | +133.7% | -111.4% | +11.3% |
| YTD | -7.8% | +143.0% | -150.8% | -16.7% |
| 1Y | -0.3% | +320.9% | -321.2% | -13.8% |
| 3Y | +57.1% | -58.9% | +116.0% | +45.7% |
| All | +57.1% | -59.7% | +116.9% | +45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling