+949.3%
APO vs FITB
+282.4%
+666.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -1.0% | -0.4% | -0.6% | -0.8% |
| 30D | -0.4% | -5.1% | +4.8% | +2.5% |
| 3M | -0.9% | +3.5% | -4.4% | -3.0% |
| 6M | +22.1% | +17.2% | +4.9% | +11.3% |
| YTD | -8.4% | +17.6% | -26.0% | -16.7% |
| 1Y | -0.9% | +23.4% | -24.3% | -12.2% |
| 3Y | +56.1% | +129.7% | -73.6% | -0.9% |
| 5Y | +136.0% | +68.4% | +67.6% | +73.3% |
| 10Y | +949.3% | +285.6% | +663.7% | +350.5% |
| All | +949.3% | +282.4% | +666.9% | +350.5% |
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