+420.1%
APO vs MDB
+929.6%
-509.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | +3.5% | +11.6% | -8.1% | +1.4% |
| 30D | +4.4% | -8.9% | +13.3% | +5.7% |
| 3M | -12.1% | -22.4% | +10.3% | -9.1% |
| 6M | -7.2% | +10.1% | -17.3% | -11.5% |
| YTD | -15.1% | -19.0% | +3.9% | -15.4% |
| 1Y | -7.7% | -7.0% | -0.6% | -11.0% |
| 3Y | +49.6% | -9.8% | +59.4% | +35.6% |
| 5Y | +78.3% | -40.1% | +118.3% | +58.6% |
| All | +420.1% | +929.6% | -509.5% | +178.9% |
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