+956.0%
APO vs FIS
-39.9%
+995.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.9% | +4.5% | +1.6% |
| 7D | +0.1% | -3.5% | +3.5% | +1.8% |
| 30D | +3.9% | -7.8% | +11.7% | +8.1% |
| 3M | +3.8% | +0.8% | +2.9% | +2.2% |
| 6M | +22.3% | -21.9% | +44.2% | +36.3% |
| YTD | -7.8% | -39.5% | +31.7% | +17.2% |
| 1Y | -0.3% | -41.0% | +40.7% | +27.9% |
| 3Y | +57.1% | -23.6% | +80.7% | +70.5% |
| 5Y | +137.0% | -65.6% | +202.6% | +292.7% |
| All | +956.0% | -39.9% | +995.8% | +1,285.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 10y: compounded portfolio wealth divided by compounded FIS 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…
10y analysis · Full analysis span regression · 6 months rolling