-8.0%
APO vs MAS
+32.0%
-40.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.2% |
| 7D | +0.8% | +2.0% | -1.2% | +0.4% |
| 30D | +1.0% | +19.4% | -18.3% | -3.5% |
| 3M | -8.4% | +9.4% | -17.8% | -10.6% |
| 6M | -9.1% | +15.3% | -24.4% | -12.7% |
| YTD | -18.3% | +31.3% | -49.6% | -25.5% |
| 1Y | -8.0% | +34.9% | -42.8% | -17.4% |
| All | -8.0% | +32.0% | -40.0% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling