+895.2%
APO vs FDX
+160.0%
+735.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.5% | +1.2% | +3.0% |
| 7D | +2.3% | +0.2% | +2.1% | +2.3% |
| 30D | +3.0% | +9.3% | -6.3% | -1.2% |
| 3M | -3.7% | +0.5% | -4.2% | -4.0% |
| 6M | -7.5% | +5.3% | -12.8% | -10.3% |
| YTD | -14.5% | +38.6% | -53.1% | -28.5% |
| 1Y | -6.2% | +53.5% | -59.7% | -25.5% |
| 3Y | +51.9% | +74.2% | -22.3% | +8.9% |
| 5Y | +76.5% | +75.3% | +1.2% | +21.8% |
| 10Y | +895.2% | +156.3% | +739.0% | +351.2% |
| All | +895.2% | +160.0% | +735.2% | +351.2% |
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