+845.7%
APO vs MLM
+149.0%
+696.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +1.0% | +0.7% |
| 7D | +8.1% | -2.9% | +11.0% | +10.0% |
| 30D | +3.4% | +10.4% | -7.0% | -2.2% |
| 3M | -6.6% | -3.7% | -2.9% | -4.7% |
| 6M | -7.1% | -10.3% | +3.2% | -2.0% |
| YTD | -14.1% | -14.8% | +0.7% | -7.8% |
| 1Y | -4.7% | -13.9% | +9.2% | +1.7% |
| 3Y | +51.3% | +18.4% | +32.9% | +33.5% |
| 5Y | +82.7% | +31.8% | +50.9% | +50.0% |
| 10Y | +845.7% | +143.4% | +702.3% | +398.5% |
| All | +845.7% | +149.0% | +696.7% | +398.5% |
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