+2.0%
FISV vs APO
+945.2%
-943.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -2.7% | -3.5% | +0.8% | -1.5% |
| 30D | 0.0% | -6.6% | +6.6% | +2.5% |
| 3M | -2.8% | -3.3% | +0.5% | -2.1% |
| 6M | -11.8% | +22.6% | -34.4% | -18.5% |
| YTD | -23.2% | -9.8% | -13.4% | -21.3% |
| 1Y | -62.0% | -3.9% | -58.1% | -62.1% |
| 3Y | -57.6% | +52.5% | -110.1% | -65.6% |
| 5Y | -53.4% | +134.0% | -187.4% | -68.9% |
| All | +2.0% | +945.2% | -943.3% | -54.7% |
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 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