+137.0%
APO vs MET
+82.8%
+54.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | +0.5% |
| 7D | +0.1% | +1.1% | -1.1% | -1.0% |
| 30D | +3.9% | -2.3% | +6.2% | +5.9% |
| 3M | +3.8% | +13.9% | -10.1% | -8.1% |
| 6M | +22.3% | +34.8% | -12.5% | -7.0% |
| YTD | -7.8% | +23.5% | -31.3% | -24.1% |
| 1Y | -0.3% | +23.4% | -23.7% | -18.0% |
| 3Y | +57.1% | +64.9% | -7.7% | +1.7% |
| 5Y | +137.0% | +82.0% | +54.9% | +42.0% |
| All | +137.0% | +82.8% | +54.2% | +42.0% |
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