+1,123.9%
APO vs USFD
+329.0%
+794.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.5% |
| 7D | -1.0% | -3.0% | +2.0% | +0.1% |
| 30D | +3.5% | +3.5% | -0.1% | +1.9% |
| 3M | +4.5% | +26.6% | -22.0% | -5.2% |
| 6M | +22.8% | +11.7% | +11.1% | +16.4% |
| YTD | -6.5% | +38.1% | -44.6% | -19.2% |
| 1Y | +0.8% | +33.4% | -32.6% | -11.8% |
| 3Y | +62.0% | +155.8% | -93.9% | +10.8% |
| 5Y | +138.2% | +214.0% | -75.8% | +49.7% |
| 10Y | +940.3% | +320.4% | +619.9% | +474.0% |
| All | +1,123.9% | +329.0% | +794.9% | +572.9% |
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