+14.4%
FIX vs APO
-5.6%
+20.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +8.1% | -23.2% | -15.6% |
| 7D | -18.9% | +8.2% | -27.1% | -19.6% |
| 30D | -36.3% | +6.4% | -42.7% | -36.6% |
| 3M | -38.5% | -7.4% | -31.1% | -37.5% |
| 6M | -42.3% | -4.2% | -38.1% | -41.8% |
| YTD | +17.1% | -14.1% | +31.2% | +21.0% |
| 1Y | +14.4% | -4.4% | +18.8% | +10.9% |
| All | +14.4% | -5.6% | +20.0% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling