+845.7%
APO vs M
-3.0%
+848.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +8.1% | +5.0% | +3.1% | +6.8% |
| 30D | +3.4% | +10.6% | -7.2% | +0.8% |
| 3M | -6.6% | +1.6% | -8.2% | -7.3% |
| 6M | -7.1% | +30.8% | -37.9% | -14.2% |
| YTD | -14.1% | +16.9% | -31.0% | -18.6% |
| 1Y | -4.7% | +26.3% | -31.0% | -11.6% |
| 3Y | +51.3% | +158.6% | -107.3% | +10.3% |
| 5Y | +82.7% | +2.1% | +80.6% | +60.1% |
| 10Y | +845.7% | -4.3% | +850.0% | +495.2% |
| All | +845.7% | -3.0% | +848.7% | +495.2% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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