+629.2%
INTU vs APO
+1,753.5%
-1,124.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.2% |
| 7D | -7.1% | -1.0% | -6.1% | -6.7% |
| 30D | +1.5% | +3.5% | -2.0% | +0.2% |
| 3M | +10.7% | +4.5% | +6.1% | +8.2% |
| 6M | -23.8% | +22.8% | -46.6% | -30.0% |
| YTD | -49.3% | -6.5% | -42.8% | -48.8% |
| 1Y | -49.7% | +0.8% | -50.5% | -50.8% |
| 3Y | -38.0% | +62.0% | -100.0% | -51.0% |
| 5Y | -38.7% | +138.2% | -177.0% | -58.5% |
| 10Y | +221.3% | +940.3% | -718.9% | +39.1% |
| All | +629.2% | +1,753.5% | -1,124.3% | +151.2% |
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