-52.0%
FIG vs APO
-6.0%
-46.1%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.0% |
| 7D | +3.4% | +5.8% | -2.4% | +0.8% |
| 30D | -9.5% | +8.9% | -18.3% | -12.3% |
| 3M | -26.2% | -13.6% | -12.5% | -21.6% |
| 6M | +2.7% | -5.4% | +8.1% | +5.1% |
| YTD | -48.0% | -13.6% | -34.3% | -44.8% |
| 1Y | -52.0% | -2.5% | -49.6% | -53.7% |
| All | -52.0% | -6.0% | -46.1% | -53.7% |
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