+99.2%
APO vs FGI
-70.6%
+169.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | -0.4% |
| 7D | +0.8% | -7.0% | +7.7% | +1.0% |
| 30D | +1.0% | -4.2% | +5.3% | +1.1% |
| 3M | -8.4% | +55.6% | -64.0% | -11.4% |
| 6M | -9.1% | -3.2% | -5.9% | -11.1% |
| YTD | -18.3% | +29.1% | -47.5% | -22.2% |
| 1Y | -8.0% | +51.0% | -59.0% | -13.3% |
| 3Y | +47.1% | +1.5% | +45.5% | +36.2% |
| All | +99.2% | -70.6% | +169.7% | +92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling