+0.8%
APO vs MRSH
-7.9%
+8.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | -1.0% | -3.6% | +2.6% | -0.5% |
| 30D | +3.5% | -3.0% | +6.5% | +3.9% |
| 3M | +4.5% | +15.8% | -11.3% | +1.6% |
| 6M | +22.8% | +1.6% | +21.2% | +22.5% |
| YTD | -6.5% | +1.7% | -8.2% | -6.7% |
| 1Y | +0.8% | -8.0% | +8.9% | +3.7% |
| All | +0.8% | -7.9% | +8.7% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling