+895.2%
APO vs MOS
+6.2%
+889.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.8% | +2.8% | +4.2% |
| 7D | +2.3% | +19.7% | -17.4% | -2.6% |
| 30D | +3.0% | +21.5% | -18.5% | -2.5% |
| 3M | -3.7% | -0.4% | -3.3% | -4.4% |
| 6M | -7.5% | +4.5% | -12.0% | -10.1% |
| YTD | -14.5% | -2.9% | -11.6% | -17.1% |
| 1Y | -6.2% | -7.7% | +1.6% | -7.9% |
| 3Y | +51.9% | -25.6% | +77.6% | +53.6% |
| 5Y | +76.5% | -31.2% | +107.6% | +73.1% |
| 10Y | +895.2% | +2.8% | +892.4% | +646.5% |
| All | +895.2% | +6.2% | +889.1% | +646.5% |
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