+1,910.4%
FTNT vs APO
+837.1%
+1,073.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.5% |
| 7D | +7.1% | +5.8% | +1.3% | +4.8% |
| 30D | -30.9% | +8.9% | -39.8% | -33.6% |
| 3M | -23.1% | -13.6% | -9.5% | -19.3% |
| 6M | +8.1% | -5.4% | +13.5% | +8.8% |
| YTD | +60.2% | -13.6% | +73.8% | +65.1% |
| 1Y | +57.0% | -2.5% | +59.5% | +53.6% |
| 3Y | +152.9% | +50.9% | +102.1% | +100.6% |
| 5Y | +85.9% | +81.4% | +4.5% | +32.3% |
| All | +1,910.4% | +837.1% | +1,073.3% | +703.1% |
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 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