+132.1%
APO vs MKC
-33.9%
+166.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -4.9% | -2.8% | -2.1% | -4.5% |
| 30D | -8.4% | -3.4% | -5.0% | -7.9% |
| 3M | -2.1% | +3.8% | -5.8% | -2.9% |
| 6M | +19.2% | -17.9% | +37.2% | +23.5% |
| YTD | -10.5% | -23.6% | +13.1% | -6.3% |
| 1Y | -2.7% | -23.1% | +20.4% | +1.5% |
| 3Y | +52.5% | -31.5% | +84.0% | +63.7% |
| 5Y | +132.1% | -33.1% | +165.2% | +139.1% |
| All | +132.1% | -33.9% | +166.0% | +139.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling