-83.9%
FIG vs APO
-14.2%
-69.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.1% |
| 7D | -11.4% | +8.1% | -19.5% | -13.4% |
| 30D | -17.2% | +3.4% | -20.6% | -18.0% |
| 3M | -26.6% | -6.6% | -20.0% | -25.0% |
| 6M | -9.8% | -7.1% | -2.8% | -7.6% |
| YTD | -50.1% | -14.1% | -36.0% | -49.4% |
| 1Y | -58.1% | -4.7% | -53.4% | -57.7% |
| All | -83.9% | -14.2% | -69.7% | -84.5% |
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