+908.2%
APO vs FTV
+80.1%
+828.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -0.7% |
| 7D | -4.9% | -5.2% | +0.3% | -1.1% |
| 30D | -8.4% | -11.5% | +3.1% | 0.0% |
| 3M | -2.1% | -9.0% | +7.0% | +4.6% |
| 6M | +19.2% | -2.0% | +21.3% | +19.8% |
| YTD | -10.5% | -0.9% | -9.6% | -11.5% |
| 1Y | -2.7% | +14.8% | -17.5% | -14.1% |
| 3Y | +52.5% | -5.5% | +58.0% | +54.4% |
| 5Y | +132.1% | -1.9% | +133.9% | +126.4% |
| All | +908.2% | +80.1% | +828.1% | +617.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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