+895.2%
APO vs MLM
+167.5%
+727.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.5% | +2.2% | +3.2% |
| 7D | +2.3% | -3.8% | +6.1% | +4.8% |
| 30D | +3.0% | +11.0% | -8.0% | -2.9% |
| 3M | -3.7% | -3.1% | -0.7% | -2.1% |
| 6M | -7.5% | -9.8% | +2.3% | -2.8% |
| YTD | -14.5% | -14.4% | -0.2% | -8.4% |
| 1Y | -6.2% | -12.6% | +6.4% | -0.8% |
| 3Y | +51.9% | +19.7% | +32.2% | +33.1% |
| 5Y | +76.5% | +29.8% | +46.7% | +45.9% |
| 10Y | +895.2% | +153.5% | +741.7% | +413.8% |
| All | +895.2% | +167.5% | +727.8% | +413.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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