+837.0%
APO vs MSCI
+799.8%
+37.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.5% |
| 7D | +3.5% | -0.7% | +4.1% | +3.9% |
| 30D | +4.4% | +16.2% | -11.8% | -3.8% |
| 3M | -12.1% | +16.1% | -28.2% | -19.0% |
| 6M | -7.2% | +12.9% | -20.2% | -14.3% |
| YTD | -15.1% | +14.8% | -29.9% | -22.9% |
| 1Y | -7.7% | +13.8% | -21.4% | -15.8% |
| 3Y | +49.6% | +31.2% | +18.4% | +21.5% |
| 5Y | +78.3% | +5.6% | +72.7% | +59.6% |
| All | +837.0% | +799.8% | +37.2% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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