-60.0%
FISV vs APO
+54.4%
-114.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.2% |
| 7D | -6.4% | -1.0% | -5.4% | -6.1% |
| 30D | -6.8% | -0.4% | -6.5% | -6.6% |
| 3M | -10.0% | -0.9% | -9.1% | -9.9% |
| 6M | -20.6% | +22.1% | -42.8% | -25.5% |
| YTD | -27.6% | -8.4% | -19.2% | -26.5% |
| 1Y | -64.3% | -0.9% | -63.4% | -64.7% |
| All | -60.0% | +54.4% | -114.4% | -64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling