-52.7%
INTU vs APO
+0.2%
-52.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.4% |
| 7D | -8.5% | -1.0% | -7.5% | -8.2% |
| 30D | -6.1% | -0.4% | -5.8% | -5.8% |
| 3M | +7.3% | -0.9% | +8.2% | +7.8% |
| 6M | -33.2% | +22.1% | -55.4% | -37.4% |
| YTD | -52.2% | -8.4% | -43.8% | -51.6% |
| 1Y | -52.7% | -0.9% | -51.7% | -52.8% |
| All | -52.7% | +0.2% | -52.9% | -52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling