+839.9%
APO vs FITB
+226.2%
+613.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +0.2% | -0.6% | +0.7% | +0.5% |
| 30D | +3.1% | +7.0% | -3.9% | -0.5% |
| 3M | -12.0% | -4.8% | -7.2% | -9.6% |
| 6M | -5.0% | +13.5% | -18.5% | -11.6% |
| YTD | -14.0% | +19.1% | -33.1% | -22.3% |
| 1Y | -5.9% | +30.8% | -36.7% | -19.2% |
| 3Y | +51.6% | +141.6% | -90.1% | -5.8% |
| 5Y | +80.8% | +48.3% | +32.5% | +41.6% |
| 10Y | +839.9% | +215.9% | +624.0% | +336.0% |
| All | +839.9% | +226.2% | +613.7% | +336.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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