+46.0%
F vs APO
+61.7%
-15.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +5.3% | -1.0% | +6.3% | +5.6% |
| 30D | +4.6% | +3.5% | +1.1% | +3.4% |
| 3M | -3.7% | +4.5% | -8.2% | -5.4% |
| 6M | +16.8% | +22.8% | -6.0% | +8.4% |
| YTD | +15.3% | -6.5% | +21.8% | +16.7% |
| 1Y | +31.0% | +0.8% | +30.2% | +28.5% |
| All | +46.0% | +61.7% | -15.7% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 3y: compounded portfolio wealth divided by compounded APO 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…
3y analysis · Full analysis span regression · 6 months rolling