+1,804.4%
APO vs MET
+297.0%
+1,507.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | +0.4% |
| 7D | -1.0% | +1.2% | -2.2% | -1.8% |
| 30D | +3.5% | +1.4% | +2.1% | +2.3% |
| 3M | +4.5% | +17.7% | -13.2% | -6.3% |
| 6M | +22.8% | +35.0% | -12.2% | +0.6% |
| YTD | -6.5% | +26.3% | -32.8% | -19.9% |
| 1Y | +0.8% | +22.8% | -22.0% | -12.0% |
| 3Y | +62.0% | +65.9% | -4.0% | +18.4% |
| 5Y | +138.2% | +85.4% | +52.9% | +64.2% |
| 10Y | +940.3% | +253.7% | +686.6% | +365.7% |
| All | +1,804.4% | +297.0% | +1,507.4% | +676.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling