+837.0%
APO vs FE
+123.7%
+713.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +3.5% | -0.3% | +3.8% | +3.6% |
| 30D | +4.4% | +3.9% | +0.5% | +3.1% |
| 3M | -12.1% | -0.1% | -12.0% | -12.1% |
| 6M | -7.2% | +6.1% | -13.3% | -9.4% |
| YTD | -15.1% | +8.1% | -23.2% | -18.2% |
| 1Y | -7.7% | +4.4% | -12.1% | -10.0% |
| 3Y | +49.6% | +49.0% | +0.6% | +24.9% |
| 5Y | +78.3% | +46.1% | +32.1% | +48.7% |
| All | +837.0% | +123.7% | +713.2% | +684.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling