+235.3%
INTU vs APO
+903.0%
-667.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.6% | -2.9% |
| 7D | -3.9% | +2.3% | -6.2% | -5.0% |
| 30D | +11.7% | +3.0% | +8.7% | +10.0% |
| 3M | +4.5% | -3.7% | +8.2% | +5.7% |
| 6M | -13.9% | -7.5% | -6.4% | -12.2% |
| YTD | -48.2% | -14.5% | -33.7% | -45.9% |
| 1Y | -47.1% | -6.2% | -41.0% | -46.9% |
| 3Y | -32.5% | +51.9% | -84.4% | -48.2% |
| 5Y | -42.6% | +76.5% | -119.0% | -60.2% |
| 10Y | +235.3% | +895.2% | -659.9% | +28.0% |
| All | +235.3% | +903.0% | -667.7% | +28.0% |
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