+962.2%
APO vs MOS
+5.8%
+956.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.0% |
| 7D | -1.0% | +9.5% | -10.5% | -3.5% |
| 30D | +3.5% | +10.4% | -7.0% | +0.5% |
| 3M | +4.5% | +12.9% | -8.3% | +0.3% |
| 6M | +22.8% | +1.2% | +21.5% | +19.5% |
| YTD | -6.5% | +9.3% | -15.8% | -11.6% |
| 1Y | +0.8% | -18.0% | +18.8% | +3.0% |
| 3Y | +62.0% | -29.0% | +91.0% | +67.1% |
| 5Y | +138.2% | -9.6% | +147.8% | +116.3% |
| All | +962.2% | +5.8% | +956.4% | +712.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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