+3,644.4%
FIX vs APO
+890.3%
+2,754.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | -13.9% | +8.1% | -22.0% | -17.3% |
| 30D | -35.5% | +3.4% | -39.0% | -37.1% |
| 3M | -33.9% | -6.6% | -27.3% | -32.9% |
| 6M | -43.3% | -7.1% | -36.2% | -42.5% |
| YTD | +18.7% | -14.1% | +32.8% | +22.8% |
| 1Y | +13.8% | -4.7% | +18.5% | +11.9% |
| 3Y | +495.0% | +51.3% | +443.6% | +380.8% |
| 5Y | +1,049.0% | +82.7% | +966.3% | +726.1% |
| 10Y | +3,644.4% | +845.7% | +2,798.7% | +1,311.6% |
| All | +3,644.4% | +890.3% | +2,754.1% | +1,311.6% |
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 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