+50.5%
F vs APO
+52.1%
-1.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -0.9% |
| 7D | +1.0% | +8.1% | -7.1% | -1.5% |
| 30D | +2.1% | +3.4% | -1.3% | +0.9% |
| 3M | -10.3% | -6.6% | -3.6% | -8.7% |
| 6M | +3.3% | -7.1% | +10.3% | +4.8% |
| YTD | -2.0% | -14.1% | +12.2% | +1.6% |
| 1Y | -2.3% | -4.7% | +2.4% | -2.4% |
| All | +50.5% | +52.1% | -1.6% | +17.8% |
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