+908.2%
APO vs MET
+248.0%
+660.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.5% | -3.2% |
| 7D | -4.9% | -2.5% | -2.4% | -3.2% |
| 30D | -8.4% | 0.0% | -8.4% | -8.5% |
| 3M | -2.1% | +13.1% | -15.1% | -11.1% |
| 6M | +19.2% | +39.0% | -19.7% | -7.3% |
| YTD | -10.5% | +25.2% | -35.7% | -24.7% |
| 1Y | -2.7% | +25.6% | -28.3% | -18.4% |
| 3Y | +52.5% | +67.1% | -14.6% | +5.2% |
| 5Y | +132.1% | +85.1% | +46.9% | +50.1% |
| All | +908.2% | +248.0% | +660.2% | +286.1% |
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