+111.1%
FAST vs APO
+81.1%
+30.1%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +4.3% | +0.2% | +4.1% | +4.2% |
| 30D | +8.3% | +3.1% | +5.2% | +7.4% |
| 3M | +6.5% | -12.0% | +18.5% | +9.3% |
| 6M | +29.5% | -5.0% | +34.5% | +30.1% |
| YTD | +41.3% | -14.0% | +55.3% | +44.8% |
| 1Y | +37.4% | -5.9% | +43.3% | +37.4% |
| 3Y | +98.5% | +51.6% | +47.0% | +68.9% |
| 5Y | +111.1% | +80.8% | +30.3% | +63.1% |
| All | +111.1% | +81.1% | +30.1% | +63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling