-55.8%
FIG vs APO
+1.9%
-57.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.1% |
| 7D | -16.3% | -1.0% | -15.3% | -16.0% |
| 30D | -14.3% | +3.5% | -17.8% | -15.4% |
| 3M | +7.2% | +4.5% | +2.6% | +5.0% |
| 6M | -18.6% | +22.8% | -41.4% | -26.2% |
| YTD | -35.5% | -6.5% | -29.0% | -34.4% |
| 1Y | -55.8% | +0.8% | -56.6% | -55.3% |
| All | -55.8% | +1.9% | -57.7% | -55.3% |
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