+75.8%
APO vs MAS
+46.7%
+29.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +5.6% | +2.5% | +5.1% |
| 7D | +8.2% | +14.2% | -6.0% | +1.1% |
| 30D | +6.4% | +26.8% | -20.4% | -6.0% |
| 3M | -7.4% | +13.1% | -20.6% | -13.4% |
| 6M | -4.2% | +27.9% | -32.1% | -17.3% |
| YTD | -14.1% | +38.7% | -52.8% | -30.4% |
| 1Y | -4.4% | +40.4% | -44.8% | -23.2% |
| 3Y | +51.2% | +66.1% | -14.9% | +5.6% |
| All | +75.8% | +46.7% | +29.0% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling