-1.8%
APO vs FIGR
+6.3%
-8.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.4% | -7.8% | -2.2% |
| 7D | +0.1% | +13.5% | -13.5% | -1.5% |
| 30D | +3.9% | +33.7% | -29.8% | -0.3% |
| 3M | +3.8% | +37.3% | -33.6% | -1.3% |
| 6M | +22.3% | +25.5% | -3.3% | +16.8% |
| YTD | -7.8% | -6.3% | -1.5% | -10.2% |
| All | -1.8% | +6.3% | -8.1% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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