+946.8%
APO vs FDX
+178.0%
+768.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -0.1% |
| 7D | +0.1% | -3.3% | +3.4% | +1.7% |
| 30D | +3.9% | -1.4% | +5.3% | +4.5% |
| 3M | +3.8% | -4.5% | +8.3% | +5.6% |
| 6M | +22.3% | +9.4% | +12.9% | +15.6% |
| YTD | -7.8% | +36.0% | -43.8% | -22.1% |
| 1Y | -0.3% | +75.5% | -75.8% | -26.0% |
| 3Y | +57.1% | +62.8% | -5.7% | +16.4% |
| 5Y | +137.0% | +64.4% | +72.6% | +68.7% |
| 10Y | +946.8% | +175.5% | +771.4% | +418.9% |
| All | +946.8% | +178.0% | +768.9% | +418.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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