+7,836.3%
FIX vs APO
+1,526.1%
+6,310.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -4.5% | -7.1% | -9.7% |
| 7D | -27.2% | -1.1% | -26.2% | -27.5% |
| 30D | -46.9% | +1.1% | -48.1% | -47.7% |
| 3M | -44.4% | -9.2% | -35.2% | -43.0% |
| 6M | -50.9% | -9.2% | -41.7% | -49.8% |
| YTD | +3.5% | -18.0% | +21.5% | +8.8% |
| 1Y | -2.1% | -10.9% | +8.8% | -0.9% |
| 3Y | +418.7% | +44.4% | +374.3% | +332.9% |
| 5Y | +894.6% | +67.9% | +826.6% | +655.8% |
| 10Y | +3,465.5% | +876.2% | +2,589.3% | +1,211.9% |
| All | +7,836.3% | +1,526.1% | +6,310.2% | +1,860.5% |
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