+946.8%
APO vs FE
+113.1%
+833.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +0.1% | +0.6% | -0.5% | -0.1% |
| 30D | +3.9% | -2.1% | +6.0% | +4.5% |
| 3M | +3.8% | +2.6% | +1.1% | +2.6% |
| 6M | +22.3% | -6.8% | +29.1% | +24.5% |
| YTD | -7.8% | +6.9% | -14.7% | -10.8% |
| 1Y | -0.3% | +11.6% | -11.9% | -5.1% |
| 3Y | +57.1% | +47.7% | +9.4% | +32.1% |
| 5Y | +137.0% | +46.2% | +90.8% | +98.6% |
| 10Y | +946.8% | +109.2% | +837.7% | +790.9% |
| All | +946.8% | +113.1% | +833.7% | +790.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling