+571.4%
APO vs FND
+56.5%
+514.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | -3.5% | -5.8% | +2.2% | -1.6% |
| 30D | -6.6% | -20.2% | +13.7% | +0.6% |
| 3M | -3.3% | -12.0% | +8.7% | -0.4% |
| 6M | +22.6% | -18.5% | +41.1% | +28.1% |
| YTD | -9.8% | -22.3% | +12.5% | -4.6% |
| 1Y | -3.9% | -47.6% | +43.8% | +16.0% |
| 3Y | +52.5% | -49.8% | +102.2% | +76.7% |
| 5Y | +134.0% | -63.0% | +197.0% | +184.8% |
| All | +571.4% | +56.5% | +514.9% | +421.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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