+853.3%
APO vs FTV
+109.2%
+744.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +5.8% | +3.9% | +1.9% | +2.9% |
| 30D | +8.9% | +18.7% | -9.8% | -3.7% |
| 3M | -13.6% | +10.0% | -23.7% | -19.5% |
| 6M | -5.4% | +14.6% | -19.9% | -14.8% |
| YTD | -13.6% | +23.4% | -37.1% | -27.3% |
| 1Y | -2.5% | +31.3% | -33.8% | -21.7% |
| 3Y | +50.9% | +39.8% | +11.1% | +14.9% |
| 5Y | +81.4% | +17.7% | +63.7% | +54.7% |
| All | +853.3% | +109.2% | +744.1% | +439.5% |
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