+857.2%
APO vs MOS
+8.6%
+848.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.5% |
| 7D | +0.8% | +21.6% | -20.8% | -4.5% |
| 30D | +1.0% | +12.0% | -10.9% | -2.4% |
| 3M | -8.4% | -3.9% | -4.5% | -8.2% |
| 6M | -9.1% | -3.3% | -5.8% | -9.8% |
| YTD | -18.3% | -4.6% | -13.7% | -20.4% |
| 1Y | -8.0% | -7.0% | -1.0% | -9.9% |
| 3Y | +47.1% | -24.4% | +71.5% | +47.7% |
| 5Y | +67.2% | -32.1% | +99.3% | +64.5% |
| All | +857.2% | +8.6% | +848.6% | +614.8% |
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