+3,800.0%
FIX vs APO
+903.0%
+2,897.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.7% | +4.7% | +7.3% |
| 7D | -7.2% | +2.3% | -9.5% | -8.9% |
| 30D | -35.1% | +3.0% | -38.1% | -36.5% |
| 3M | -34.3% | -3.7% | -30.6% | -34.2% |
| 6M | -42.9% | -7.5% | -35.4% | -42.0% |
| YTD | +19.5% | -14.5% | +34.0% | +23.8% |
| 1Y | +16.8% | -6.2% | +22.9% | +15.7% |
| 3Y | +506.7% | +51.9% | +454.8% | +389.4% |
| 5Y | +1,046.7% | +76.5% | +970.2% | +736.0% |
| 10Y | +3,800.0% | +895.2% | +2,904.7% | +1,286.1% |
| All | +3,800.0% | +903.0% | +2,897.0% | +1,286.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling