+916.7%
APO vs MDY
+177.2%
+739.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.1% |
| 7D | -3.5% | -1.9% | -1.7% | -1.3% |
| 30D | -6.6% | -4.6% | -1.9% | -1.0% |
| 3M | -3.3% | -1.2% | -2.0% | -1.8% |
| 6M | +22.6% | +9.2% | +13.4% | +9.8% |
| YTD | -9.8% | +13.1% | -22.8% | -22.4% |
| 1Y | -3.9% | +13.0% | -16.9% | -17.2% |
| 3Y | +52.5% | +49.2% | +3.3% | -3.8% |
| 5Y | +134.0% | +47.2% | +86.8% | +53.8% |
| All | +916.7% | +177.2% | +739.5% | +254.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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