+845.7%
APO vs MSCI
+789.3%
+56.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.4% |
| 7D | +8.1% | +2.7% | +5.4% | +6.7% |
| 30D | +3.4% | +16.2% | -12.8% | -4.7% |
| 3M | -6.6% | +17.1% | -23.7% | -14.4% |
| 6M | -7.1% | +13.0% | -20.1% | -14.2% |
| YTD | -14.1% | +15.8% | -29.9% | -22.4% |
| 1Y | -4.7% | +15.5% | -20.2% | -13.8% |
| 3Y | +51.3% | +32.3% | +19.0% | +22.4% |
| 5Y | +82.7% | +8.2% | +74.6% | +61.3% |
| 10Y | +845.7% | +800.7% | +45.0% | +168.7% |
| All | +845.7% | +789.3% | +56.4% | +168.7% |
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