+895.2%
APO vs FN
+837.6%
+57.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +11.9% | -7.2% | +2.0% |
| 7D | +2.3% | +16.3% | -14.0% | -2.1% |
| 30D | +3.0% | -24.7% | +27.7% | +8.3% |
| 3M | -3.7% | -34.9% | +31.2% | +3.3% |
| 6M | -7.5% | -41.1% | +33.6% | -0.7% |
| YTD | -14.5% | -19.6% | +5.1% | -18.4% |
| 1Y | -6.2% | -18.5% | +12.4% | -11.5% |
| 3Y | +51.9% | +119.1% | -67.2% | 0.0% |
| 5Y | +76.5% | +206.9% | -130.5% | +0.7% |
| 10Y | +895.2% | +826.4% | +68.8% | +338.9% |
| All | +895.2% | +837.6% | +57.7% | +338.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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