-0.9%
APO vs MDB
+10.8%
-11.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.7% |
| 7D | -1.0% | -4.5% | +3.5% | -0.5% |
| 30D | -0.4% | -14.0% | +13.6% | +1.1% |
| 3M | -0.9% | +5.3% | -6.2% | -1.1% |
| 6M | +22.1% | +31.9% | -9.7% | +18.5% |
| YTD | -8.4% | -14.6% | +6.2% | -8.4% |
| 1Y | -0.9% | +8.2% | -9.2% | -4.3% |
| All | -0.9% | +10.8% | -11.7% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling