+51.9%
APO vs FGI
0.0%
+51.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.8% | +4.6% |
| 7D | +2.3% | -1.4% | +3.7% | +2.3% |
| 30D | +3.0% | -3.2% | +6.2% | +3.0% |
| 3M | -3.7% | +64.1% | -67.8% | -6.1% |
| 6M | -7.5% | +17.2% | -24.7% | -9.4% |
| YTD | -14.5% | +31.6% | -46.1% | -17.4% |
| 1Y | -6.2% | +45.1% | -51.2% | -9.7% |
| 3Y | +51.9% | -2.0% | +53.9% | +46.8% |
| All | +51.9% | 0.0% | +51.9% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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