+1,722.3%
APO vs MOH
+659.2%
+1,063.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.2% | -5.5% | -2.9% |
| 7D | -4.9% | -1.3% | -3.6% | -4.7% |
| 30D | -8.4% | +3.0% | -11.4% | -9.0% |
| 3M | -2.1% | +1.2% | -3.3% | -2.9% |
| 6M | +19.2% | +41.7% | -22.5% | +10.2% |
| YTD | -10.5% | +15.4% | -25.9% | -15.4% |
| 1Y | -2.7% | +11.8% | -14.5% | -8.1% |
| 3Y | +52.5% | -37.5% | +90.0% | +54.7% |
| 5Y | +132.1% | -20.6% | +152.7% | +120.8% |
| 10Y | +924.7% | +255.8% | +668.9% | +607.4% |
| All | +1,722.3% | +659.2% | +1,063.1% | +834.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling