+916.7%
APO vs FCUV
-98.6%
+1,015.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.4% | +0.8% |
| 7D | -3.5% | -66.5% | +63.0% | -3.1% |
| 30D | -6.6% | +5.0% | -11.5% | -6.9% |
| 3M | -3.3% | +63.8% | -67.1% | -5.8% |
| 6M | +22.6% | -67.8% | +90.4% | +20.0% |
| YTD | -9.8% | -82.4% | +72.6% | -11.5% |
| 1Y | -3.9% | -94.7% | +90.9% | -5.3% |
| 3Y | +52.5% | -99.3% | +151.7% | +50.1% |
| 5Y | +134.0% | -99.9% | +233.9% | +130.9% |
| All | +916.7% | -98.6% | +1,015.3% | +903.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling