+78.7%
APO vs FOXA
+76.9%
+1.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | 0.0% |
| 7D | +5.8% | +2.7% | +3.1% | +4.6% |
| 30D | +8.9% | +10.0% | -1.1% | +4.3% |
| 3M | -13.6% | +5.0% | -18.6% | -16.0% |
| 6M | -5.4% | +3.4% | -8.8% | -8.8% |
| YTD | -13.6% | -5.5% | -8.1% | -13.0% |
| 1Y | -2.5% | +5.5% | -8.0% | -7.7% |
| 3Y | +50.9% | +139.3% | -88.4% | -11.8% |
| All | +78.7% | +76.9% | +1.8% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling