+54.8%
APO vs FOXA
+110.7%
-55.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | 0.0% |
| 7D | -1.0% | -5.4% | +4.4% | +0.8% |
| 30D | -0.4% | +1.1% | -1.5% | -1.0% |
| 3M | -0.9% | -6.1% | +5.2% | +0.6% |
| 6M | +22.1% | +8.2% | +13.9% | +15.5% |
| YTD | -8.4% | -11.8% | +3.4% | -4.3% |
| 1Y | -0.9% | +9.9% | -10.9% | -7.7% |
| All | +54.8% | +110.7% | -55.9% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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