-55.8%
FISV vs APO
+128.1%
-183.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.3% |
| 7D | -7.2% | -4.9% | -2.3% | -5.7% |
| 30D | -7.2% | -8.4% | +1.2% | -4.4% |
| 3M | -8.2% | -2.1% | -6.1% | -7.9% |
| 6M | -17.7% | +19.2% | -36.9% | -22.8% |
| YTD | -27.2% | -10.5% | -16.6% | -25.3% |
| 1Y | -63.0% | -2.7% | -60.3% | -63.2% |
| 3Y | -59.8% | +52.5% | -112.2% | -67.1% |
| 5Y | -55.8% | +132.1% | -187.9% | -69.7% |
| All | -55.8% | +128.1% | -183.9% | -69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling