+32.8%
FAST vs APO
-11.5%
+44.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +2.1% | +0.8% | +1.3% | +1.9% |
| 30D | +6.9% | +1.0% | +5.8% | +6.7% |
| 3M | +4.8% | -8.4% | +13.2% | +5.5% |
| 6M | +19.8% | -9.1% | +28.9% | +20.3% |
| YTD | +34.9% | -18.3% | +53.2% | +42.1% |
| 1Y | +32.8% | -8.0% | +40.8% | +36.3% |
| All | +32.8% | -11.5% | +44.3% | +36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling