+1,648.7%
APO vs FDX
+415.8%
+1,232.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +8.1% | +0.5% | +7.6% | +8.0% |
| 30D | +3.4% | +9.5% | -6.1% | -1.0% |
| 3M | -6.6% | -1.3% | -5.3% | -6.1% |
| 6M | -7.1% | +5.5% | -12.6% | -10.1% |
| YTD | -14.1% | +38.9% | -53.0% | -28.5% |
| 1Y | -4.7% | +58.8% | -63.5% | -25.9% |
| 3Y | +51.3% | +71.1% | -19.8% | +9.0% |
| 5Y | +82.7% | +76.3% | +6.4% | +25.1% |
| 10Y | +845.7% | +153.4% | +692.3% | +375.7% |
| All | +1,648.7% | +415.8% | +1,232.9% | +474.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling