+1,804.4%
APO vs FDX
+418.6%
+1,385.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.3% |
| 7D | -1.0% | -2.5% | +1.5% | +0.2% |
| 30D | +3.5% | +3.8% | -0.3% | +1.5% |
| 3M | +4.5% | -1.3% | +5.8% | +4.7% |
| 6M | +22.8% | +5.0% | +17.8% | +18.3% |
| YTD | -6.5% | +39.6% | -46.1% | -22.3% |
| 1Y | +0.8% | +81.1% | -80.3% | -26.8% |
| 3Y | +62.0% | +63.0% | -1.1% | +19.4% |
| 5Y | +138.2% | +65.6% | +72.6% | +68.2% |
| 10Y | +940.3% | +183.4% | +756.9% | +392.4% |
| All | +1,804.4% | +418.6% | +1,385.8% | +523.6% |
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