-15.1%
APO vs MDLN
+15.3%
-30.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +18.4% | -10.3% | +5.1% |
| 7D | +8.2% | +24.7% | -16.4% | +4.5% |
| 30D | +6.4% | +12.7% | -6.3% | +3.9% |
| 3M | -7.4% | -4.0% | -3.4% | -8.1% |
| 6M | -4.2% | -8.7% | +4.5% | -3.4% |
| YTD | -14.1% | -3.9% | -10.2% | -12.6% |
| All | -15.1% | +15.3% | -30.4% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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