-5.9%
APO vs FITB
+30.5%
-36.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | -0.1% |
| 7D | +0.2% | -0.6% | +0.7% | +0.6% |
| 30D | +3.1% | +7.0% | -3.9% | -0.6% |
| 3M | -12.0% | -4.8% | -7.2% | -9.4% |
| 6M | -5.0% | +13.5% | -18.5% | -12.4% |
| YTD | -14.0% | +19.1% | -33.1% | -23.0% |
| 1Y | -5.9% | +30.8% | -36.7% | -22.1% |
| All | -5.9% | +30.5% | -36.5% | -22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling