+1,777.9%
APO vs MKSI
+880.5%
+897.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.0% | -3.4% | -2.1% |
| 7D | +0.1% | +7.7% | -7.6% | -2.6% |
| 30D | +3.9% | -12.9% | +16.7% | +8.4% |
| 3M | +3.8% | -14.8% | +18.6% | +6.0% |
| 6M | +22.3% | +26.6% | -4.4% | +5.8% |
| YTD | -7.8% | +66.6% | -74.4% | -29.2% |
| 1Y | -0.3% | +144.6% | -144.9% | -35.7% |
| 3Y | +57.1% | +193.1% | -136.0% | -12.7% |
| 5Y | +137.0% | +88.6% | +48.4% | +50.6% |
| 10Y | +946.8% | +490.9% | +455.9% | +279.2% |
| All | +1,777.9% | +880.5% | +897.4% | +406.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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