-2.5%
APO vs FN
-25.5%
+23.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.3% | +9.1% | +2.0% |
| 7D | +5.8% | +0.3% | +5.5% | +5.7% |
| 30D | +8.9% | -16.5% | +25.4% | +9.7% |
| 3M | -13.6% | -42.1% | +28.5% | -11.4% |
| 6M | -5.4% | -52.9% | +47.5% | -2.3% |
| YTD | -13.6% | -28.0% | +14.3% | -15.2% |
| 1Y | -2.5% | -18.5% | +16.0% | -6.1% |
| All | -2.5% | -25.5% | +23.0% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling