+861.5%
APO vs MAS
+219.8%
+641.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.0% | -2.4% |
| 7D | -1.1% | +4.6% | -5.6% | -3.5% |
| 30D | +1.1% | +19.9% | -18.7% | -9.2% |
| 3M | -9.2% | +8.9% | -18.1% | -14.0% |
| 6M | -9.2% | +20.2% | -29.4% | -20.3% |
| YTD | -18.0% | +33.9% | -51.9% | -34.0% |
| 1Y | -10.9% | +34.7% | -45.5% | -28.6% |
| 3Y | +44.4% | +60.4% | -15.9% | -0.4% |
| 5Y | +67.9% | +43.5% | +24.5% | +21.9% |
| All | +861.5% | +219.8% | +641.6% | +307.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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