+13,144.4%
FIX vs APO
+1,753.5%
+11,390.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.2% |
| 7D | +6.0% | -1.0% | +7.0% | +6.4% |
| 30D | -7.2% | +3.5% | -10.7% | -9.1% |
| 3M | -15.9% | +4.5% | -20.4% | -18.1% |
| 6M | +12.7% | +22.8% | -10.0% | +1.7% |
| YTD | +72.8% | -6.5% | +79.3% | +73.6% |
| 1Y | +122.9% | +0.8% | +122.1% | +115.3% |
| 3Y | +774.3% | +62.0% | +712.4% | +599.9% |
| 5Y | +2,049.5% | +138.2% | +1,911.2% | +1,327.2% |
| 10Y | +5,821.5% | +940.3% | +4,881.2% | +2,031.0% |
| All | +13,144.4% | +1,753.5% | +11,390.9% | +3,026.1% |
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 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