+426.1%
APO vs MDB
+906.0%
-479.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.2% |
| 7D | +8.1% | -1.0% | +9.1% | +8.3% |
| 30D | +3.4% | -14.0% | +17.4% | +5.9% |
| 3M | -6.6% | -20.3% | +13.7% | -3.9% |
| 6M | -7.1% | +10.9% | -17.9% | -11.5% |
| YTD | -14.1% | -20.9% | +6.8% | -14.1% |
| 1Y | -4.7% | -11.2% | +6.5% | -7.3% |
| 3Y | +51.3% | -11.9% | +63.2% | +37.7% |
| 5Y | +82.7% | -40.2% | +122.9% | +62.7% |
| All | +426.1% | +906.0% | -479.9% | +183.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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