+946.8%
APO vs USFD
+322.5%
+624.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | +0.1% | -3.3% | +3.4% | +1.4% |
| 30D | +3.9% | -5.3% | +9.2% | +6.0% |
| 3M | +3.8% | +18.8% | -15.0% | -3.6% |
| 6M | +22.3% | +14.3% | +8.0% | +14.9% |
| YTD | -7.8% | +36.9% | -44.7% | -20.1% |
| 1Y | -0.3% | +31.7% | -32.0% | -12.5% |
| 3Y | +57.1% | +164.5% | -107.3% | +5.9% |
| 5Y | +137.0% | +212.6% | -75.6% | +48.7% |
| 10Y | +946.8% | +329.7% | +617.1% | +471.8% |
| All | +946.8% | +322.5% | +624.3% | +471.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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