+533.3%
FAST vs APO
+837.1%
-303.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.1% |
| 7D | +4.2% | +5.8% | -1.6% | +2.6% |
| 30D | +6.7% | +8.9% | -2.2% | +4.1% |
| 3M | +8.0% | -13.6% | +21.7% | +12.0% |
| 6M | +27.4% | -5.4% | +32.8% | +28.3% |
| YTD | +40.5% | -13.6% | +54.1% | +43.9% |
| 1Y | +38.4% | -2.5% | +40.8% | +36.7% |
| 3Y | +98.7% | +50.9% | +47.8% | +66.4% |
| 5Y | +106.7% | +81.4% | +25.3% | +57.9% |
| All | +533.3% | +837.1% | -303.8% | +196.9% |
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