+1,025.7%
APO vs USFD
+352.6%
+673.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.2% |
| 3M | -12.0% | -0.7% | -11.3% | -11.9% |
| 6M | -5.0% | +31.3% | -36.2% | -15.2% |
| YTD | -14.0% | +45.7% | -59.7% | -27.2% |
| 1Y | -5.9% | +52.1% | -58.1% | -21.9% |
| 3Y | +51.6% | +158.2% | -106.7% | +3.4% |
| 5Y | +80.8% | +213.8% | -133.0% | +13.6% |
| 10Y | +839.9% | +367.0% | +472.9% | +407.0% |
| All | +1,025.7% | +352.6% | +673.2% | +506.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling