-8.0%
APO vs FIGR
-29.9%
+22.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.0% |
| 7D | +5.8% | +11.0% | -5.2% | +4.3% |
| 30D | +8.9% | +0.7% | +8.2% | +8.4% |
| 3M | -13.6% | -20.9% | +7.2% | -12.1% |
| 6M | -5.4% | -37.7% | +32.4% | -1.5% |
| YTD | -13.6% | -38.2% | +24.6% | -12.1% |
| 1Y | -2.5% | -27.1% | +24.6% | -2.6% |
| All | -8.0% | -29.9% | +22.0% | -8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling