+145.8%
FTNT vs APO
+58.7%
+87.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.1% | +1.2% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -1.4% | +3.9% | -5.2% | -2.6% |
| 3M | +10.1% | +3.8% | +6.3% | +8.3% |
| 6M | +88.2% | +22.3% | +65.9% | +73.8% |
| YTD | +98.3% | -7.8% | +106.1% | +101.8% |
| 1Y | +96.0% | -0.3% | +96.3% | +92.4% |
| 3Y | +145.8% | +57.1% | +88.7% | +115.1% |
| All | +145.8% | +58.7% | +87.1% | +115.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling