+307.7%
FISV vs APO
+1,612.1%
-1,304.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +34.5% |
| 3M | +14.9% | -13.6% | +28.6% | +19.8% |
| 6M | +21.8% | -5.4% | +27.2% | +22.9% |
| YTD | -5.0% | -13.6% | +8.6% | -2.0% |
| 1Y | -1.2% | -2.5% | +1.3% | -1.8% |
| 3Y | -47.5% | +50.9% | -98.4% | -56.0% |
| 5Y | -36.7% | +81.4% | -118.1% | -51.5% |
| 10Y | +26.9% | +843.9% | -817.0% | -39.5% |
| All | +307.7% | +1,612.1% | -1,304.3% | +57.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling