+80.6%
APO vs USFD
+213.0%
-132.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +0.2% | -0.2% | +0.3% | +0.3% |
| 30D | +3.1% | +12.3% | -9.2% | -2.9% |
| 3M | -12.0% | -0.7% | -11.3% | -11.9% |
| 6M | -5.0% | +31.3% | -36.2% | -19.3% |
| YTD | -14.0% | +45.7% | -59.7% | -33.2% |
| 1Y | -5.9% | +52.1% | -58.1% | -29.2% |
| 3Y | +51.6% | +158.2% | -106.7% | -16.4% |
| All | +80.6% | +213.0% | -132.4% | -14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling