+3,653.2%
FIX vs APO
+857.2%
+2,796.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.9% | +5.6% |
| 7D | -17.5% | +0.8% | -18.2% | -18.5% |
| 30D | -41.6% | +1.0% | -42.6% | -42.4% |
| 3M | -40.6% | -8.4% | -32.2% | -39.2% |
| 6M | -49.4% | -9.1% | -40.3% | -48.2% |
| YTD | +9.2% | -18.3% | +27.5% | +15.4% |
| 1Y | +6.5% | -8.0% | +14.4% | +6.2% |
| 3Y | +448.7% | +47.1% | +401.7% | +348.7% |
| 5Y | +948.7% | +67.2% | +881.6% | +682.2% |
| All | +3,653.2% | +857.2% | +2,796.0% | +1,269.6% |
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