+57.7%
APO vs FE
+49.5%
+8.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -1.0% | +1.9% | -3.0% | -0.9% |
| 30D | +3.5% | -1.2% | +4.6% | +3.4% |
| 3M | +4.5% | +3.5% | +1.0% | +4.7% |
| 6M | +22.8% | -6.1% | +28.8% | +22.8% |
| YTD | -6.5% | +7.6% | -14.1% | -7.1% |
| 1Y | +0.8% | +11.9% | -11.1% | +0.1% |
| All | +57.7% | +49.5% | +8.2% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling