+857.2%
APO vs MLM
+185.4%
+671.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.6% |
| 7D | +0.8% | -4.1% | +4.9% | +3.4% |
| 30D | +1.0% | +8.2% | -7.1% | -3.3% |
| 3M | -8.4% | -3.6% | -4.8% | -6.6% |
| 6M | -9.1% | -15.6% | +6.5% | -0.9% |
| YTD | -18.3% | -16.4% | -1.9% | -11.4% |
| 1Y | -8.0% | -14.3% | +6.4% | -1.7% |
| 3Y | +47.1% | +19.3% | +27.7% | +29.4% |
| 5Y | +67.2% | +29.6% | +37.6% | +39.0% |
| All | +857.2% | +185.4% | +671.8% | +399.2% |
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