-4.4%
APO vs FCUV
-98.1%
+93.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -7.5% | +15.6% | +8.2% |
| 7D | +8.2% | -8.6% | +16.8% | +8.3% |
| 30D | +6.4% | -25.9% | +32.3% | +6.7% |
| 3M | -7.4% | -69.8% | +62.4% | -7.1% |
| 6M | -4.2% | -31.6% | +27.5% | -6.3% |
| YTD | -14.1% | -90.1% | +76.0% | -11.1% |
| 1Y | -4.4% | -98.0% | +93.6% | +12.1% |
| All | -4.4% | -98.1% | +93.7% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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