+57.1%
APO vs FND
-49.6%
+106.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | -0.2% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +3.9% | -23.6% | +27.4% | +11.3% |
| 3M | +3.8% | +4.3% | -0.6% | +1.2% |
| 6M | +22.3% | -20.3% | +42.6% | +28.1% |
| YTD | -7.8% | -21.3% | +13.5% | -3.3% |
| 1Y | -0.3% | -45.4% | +45.0% | +15.7% |
| 3Y | +57.1% | -48.9% | +106.0% | +78.4% |
| All | +57.1% | -49.6% | +106.7% | +78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling