-37.4%
FISV vs APO
+81.1%
-118.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.2% |
| 7D | +1.4% | +5.8% | -4.3% | -0.3% |
| 30D | +38.4% | +8.9% | +29.6% | +34.3% |
| 3M | +14.9% | -13.6% | +28.6% | +20.0% |
| 6M | +21.8% | -5.4% | +27.2% | +23.0% |
| YTD | -5.0% | -13.6% | +8.6% | -1.9% |
| 1Y | -1.2% | -2.5% | +1.3% | -1.9% |
| 3Y | -47.5% | +50.9% | -98.4% | -57.3% |
| All | -37.4% | +81.1% | -118.5% | -55.5% |
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