+78.7%
APO vs MET
+85.0%
-6.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.1% |
| 7D | +5.8% | +4.5% | +1.3% | +1.9% |
| 30D | +8.9% | +3.5% | +5.3% | +5.8% |
| 3M | -13.6% | +5.9% | -19.6% | -17.9% |
| 6M | -5.4% | +33.1% | -38.4% | -27.0% |
| YTD | -13.6% | +33.6% | -47.2% | -33.5% |
| 1Y | -2.5% | +32.7% | -35.2% | -24.6% |
| 3Y | +50.9% | +85.0% | -34.2% | -11.3% |
| All | +78.7% | +85.0% | -6.2% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling