-80.8%
FIG vs APO
-10.6%
-70.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.3% |
| 7D | -12.2% | -4.9% | -7.3% | -10.8% |
| 30D | -11.0% | -8.4% | -2.5% | -8.5% |
| 3M | +11.9% | -2.1% | +13.9% | +12.6% |
| 6M | -21.9% | +19.2% | -41.2% | -26.6% |
| YTD | -40.8% | -10.5% | -30.2% | -40.7% |
| 1Y | -56.6% | -2.7% | -53.9% | -56.4% |
| All | -80.8% | -10.6% | -70.2% | -81.8% |
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