+1,092.2%
FIX vs APO
+81.1%
+1,011.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.9% | +5.0% |
| 7D | +6.4% | +0.2% | +6.3% | +6.7% |
| 30D | -29.1% | +3.1% | -32.2% | -30.8% |
| 3M | -31.1% | -12.0% | -19.2% | -27.6% |
| 6M | -42.8% | -5.0% | -37.8% | -42.5% |
| YTD | +24.6% | -14.0% | +38.6% | +29.8% |
| 1Y | +21.9% | -5.9% | +27.9% | +20.6% |
| 3Y | +524.9% | +51.6% | +473.4% | +392.9% |
| 5Y | +1,092.2% | +80.8% | +1,011.4% | +733.2% |
| All | +1,092.2% | +81.1% | +1,011.2% | +733.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling