+916.7%
APO vs MOH
+264.4%
+652.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.1% | +0.5% |
| 7D | -3.5% | +1.7% | -5.2% | -3.8% |
| 30D | -6.6% | -0.9% | -5.7% | -6.4% |
| 3M | -3.3% | +5.7% | -9.0% | -4.9% |
| 6M | +22.6% | +39.1% | -16.5% | +13.3% |
| YTD | -9.8% | +17.7% | -27.5% | -15.3% |
| 1Y | -3.9% | +8.4% | -12.3% | -8.7% |
| 3Y | +52.5% | -36.6% | +89.0% | +54.7% |
| 5Y | +134.0% | -19.1% | +153.1% | +117.5% |
| All | +916.7% | +264.4% | +652.3% | +607.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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