+139.2%
APO vs FRSH
-72.5%
+211.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -3.5% | -6.6% | +3.1% | -1.8% |
| 30D | -6.6% | +2.1% | -8.7% | -7.2% |
| 3M | -3.3% | +29.0% | -32.2% | -10.1% |
| 6M | +22.6% | +48.6% | -26.0% | +9.1% |
| YTD | -9.8% | -2.9% | -6.8% | -11.1% |
| 1Y | -3.9% | -7.9% | +4.0% | -4.2% |
| 3Y | +52.5% | -46.5% | +99.0% | +67.7% |
| All | +139.2% | -72.5% | +211.7% | +153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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