+853.3%
APO vs MET
+197.3%
+656.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.2% |
| 7D | +5.8% | +4.5% | +1.3% | +2.4% |
| 30D | +8.9% | +3.5% | +5.3% | +6.2% |
| 3M | -13.6% | +5.9% | -19.6% | -17.3% |
| 6M | -5.4% | +33.1% | -38.4% | -24.0% |
| YTD | -13.6% | +33.6% | -47.2% | -30.8% |
| 1Y | -2.5% | +32.7% | -35.2% | -21.5% |
| 3Y | +50.9% | +85.0% | -34.2% | -3.4% |
| 5Y | +81.4% | +85.6% | -4.2% | +16.2% |
| All | +853.3% | +197.3% | +656.0% | +271.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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