+649.6%
INTU vs APO
+1,601.9%
-952.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.5% |
| 7D | -1.2% | +8.1% | -9.3% | -4.1% |
| 30D | +12.4% | +3.4% | +9.0% | +10.8% |
| 3M | +2.3% | -6.6% | +8.9% | +4.5% |
| 6M | -13.3% | -7.1% | -6.2% | -11.9% |
| YTD | -47.9% | -14.1% | -33.7% | -45.9% |
| 1Y | -47.2% | -4.7% | -42.5% | -47.2% |
| 3Y | -33.9% | +51.3% | -85.2% | -46.5% |
| 5Y | -41.3% | +82.7% | -124.1% | -56.6% |
| 10Y | +237.9% | +845.7% | -607.8% | +50.8% |
| All | +649.6% | +1,601.9% | -952.3% | +165.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling