+908.2%
APO vs MKC
+29.3%
+878.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.1% |
| 7D | -4.9% | -2.8% | -2.1% | -4.1% |
| 30D | -8.4% | -3.4% | -5.0% | -7.5% |
| 3M | -2.1% | +3.8% | -5.8% | -3.7% |
| 6M | +19.2% | -17.9% | +37.2% | +25.9% |
| YTD | -10.5% | -23.6% | +13.1% | -3.9% |
| 1Y | -2.7% | -23.1% | +20.4% | +3.9% |
| 3Y | +52.5% | -31.5% | +84.0% | +67.3% |
| 5Y | +132.1% | -33.1% | +165.2% | +150.5% |
| All | +908.2% | +29.3% | +878.9% | +819.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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