+1,275.8%
APO vs FTV
+90.8%
+1,185.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | +0.1% |
| 7D | -1.0% | -4.5% | +3.5% | +2.3% |
| 30D | +3.5% | -7.1% | +10.5% | +9.0% |
| 3M | +4.5% | -7.2% | +11.7% | +9.9% |
| 6M | +22.8% | -1.5% | +24.3% | +23.0% |
| YTD | -6.5% | +3.5% | -10.0% | -10.4% |
| 1Y | +0.8% | +20.3% | -19.5% | -13.9% |
| 3Y | +62.0% | -3.1% | +65.1% | +61.1% |
| 5Y | +138.2% | +2.3% | +135.9% | +125.5% |
| 10Y | +940.3% | +76.3% | +864.0% | +612.3% |
| All | +1,275.8% | +90.8% | +1,185.1% | +811.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling