+8,268.5%
FIX vs APO
+1,518.9%
+6,749.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -39.3% |
| 6M | -49.4% | -9.1% | -40.3% | -48.3% |
| YTD | +9.2% | -18.3% | +27.5% | +15.0% |
| 1Y | +6.5% | -8.0% | +14.4% | +6.3% |
| 3Y | +448.7% | +47.1% | +401.7% | +354.7% |
| 5Y | +948.7% | +67.2% | +881.6% | +698.3% |
| 10Y | +3,659.7% | +871.8% | +2,787.9% | +1,285.8% |
| All | +8,268.5% | +1,518.9% | +6,749.7% | +1,970.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling