+89.3%
FTNT vs APO
+78.6%
+10.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.7% |
| 7D | +5.7% | +3.5% | +2.3% | +4.2% |
| 30D | -32.1% | +4.4% | -36.5% | -33.9% |
| 3M | -19.5% | -12.1% | -7.4% | -15.5% |
| 6M | +13.8% | -7.2% | +21.0% | +15.6% |
| YTD | +63.1% | -15.1% | +78.2% | +70.5% |
| 1Y | +57.7% | -7.7% | +65.4% | +57.7% |
| 3Y | +154.9% | +49.6% | +105.3% | +84.4% |
| 5Y | +89.3% | +78.3% | +11.0% | +19.7% |
| All | +89.3% | +78.6% | +10.7% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling