+211.1%
INTU vs APO
+948.0%
-736.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.6% |
| 7D | -7.5% | +0.1% | -7.6% | -7.6% |
| 30D | -1.9% | +3.9% | -5.8% | -3.4% |
| 3M | +4.9% | +3.8% | +1.1% | +2.5% |
| 6M | -33.2% | +22.3% | -55.5% | -39.4% |
| YTD | -51.4% | -7.8% | -43.6% | -50.6% |
| 1Y | -52.0% | -0.3% | -51.7% | -53.0% |
| 3Y | -40.7% | +57.1% | -97.8% | -55.0% |
| 5Y | -41.7% | +137.0% | -178.7% | -64.0% |
| 10Y | +211.1% | +946.8% | -735.7% | +14.5% |
| All | +211.1% | +948.0% | -736.9% | +14.5% |
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 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