+1,804.4%
APO vs FE
+150.5%
+1,653.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -1.0% | +1.9% | -3.0% | -1.6% |
| 30D | +3.5% | -1.2% | +4.6% | +3.8% |
| 3M | +4.5% | +3.5% | +1.0% | +3.1% |
| 6M | +22.8% | -6.1% | +28.8% | +24.6% |
| YTD | -6.5% | +7.6% | -14.1% | -9.7% |
| 1Y | +0.8% | +11.9% | -11.1% | -4.0% |
| 3Y | +62.0% | +48.4% | +13.5% | +36.7% |
| 5Y | +138.2% | +44.8% | +93.5% | +101.7% |
| 10Y | +940.3% | +115.9% | +824.4% | +672.3% |
| All | +1,804.4% | +150.5% | +1,653.9% | +1,235.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling