+891.2%
APO vs FCUV
-95.6%
+986.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -65.2% | +63.8% | -1.1% |
| 7D | +0.1% | -47.9% | +48.0% | +0.2% |
| 30D | +3.9% | +13.7% | -9.8% | +3.5% |
| 3M | +3.8% | +97.0% | -93.2% | +1.4% |
| 6M | +22.3% | -66.1% | +88.4% | +20.1% |
| YTD | -7.8% | -81.8% | +74.0% | -9.3% |
| 1Y | -0.3% | -93.3% | +93.0% | -1.7% |
| 3Y | +57.1% | -99.2% | +156.3% | +55.0% |
| 5Y | +137.0% | -99.9% | +236.8% | +134.0% |
| 10Y | +946.8% | -98.5% | +1,045.4% | +935.0% |
| All | +891.2% | -95.6% | +986.8% | +882.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling