+1,651.7%
APO vs FDX
+420.8%
+1,230.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.3% |
| 7D | +0.2% | -2.1% | +2.2% | +1.2% |
| 30D | +3.1% | +10.4% | -7.3% | -1.7% |
| 3M | -12.0% | +0.5% | -12.4% | -12.2% |
| 6M | -5.0% | +6.5% | -11.4% | -8.5% |
| YTD | -14.0% | +40.2% | -54.2% | -28.7% |
| 1Y | -5.9% | +52.1% | -58.0% | -25.2% |
| 3Y | +51.6% | +72.8% | -21.3% | +8.7% |
| 5Y | +80.8% | +76.3% | +4.5% | +23.8% |
| 10Y | +839.9% | +155.7% | +684.2% | +370.7% |
| All | +1,651.7% | +420.8% | +1,230.8% | +472.3% |
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