+575.3%
FAST vs APO
+857.2%
-281.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +2.1% | +0.8% | +1.3% | +1.7% |
| 30D | +6.9% | +1.0% | +5.8% | +6.4% |
| 3M | +4.8% | -8.4% | +13.2% | +6.9% |
| 6M | +19.8% | -9.1% | +28.9% | +21.8% |
| YTD | +34.9% | -18.3% | +53.2% | +40.3% |
| 1Y | +32.8% | -8.0% | +40.8% | +33.3% |
| 3Y | +93.7% | +47.1% | +46.7% | +63.3% |
| 5Y | +105.3% | +67.2% | +38.1% | +60.5% |
| All | +575.3% | +857.2% | -281.9% | +213.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling