+895.2%
APO vs MSCI
+799.4%
+95.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.8% | +4.2% |
| 7D | +2.3% | +1.5% | +0.8% | +1.6% |
| 30D | +3.0% | +14.4% | -11.4% | -4.2% |
| 3M | -3.7% | +15.2% | -18.9% | -10.9% |
| 6M | -7.5% | +11.2% | -18.7% | -13.8% |
| YTD | -14.5% | +13.9% | -28.5% | -22.0% |
| 1Y | -6.2% | +12.5% | -18.7% | -13.8% |
| 3Y | +51.9% | +32.3% | +19.6% | +22.8% |
| 5Y | +76.5% | +4.9% | +71.6% | +58.6% |
| 10Y | +895.2% | +779.7% | +115.5% | +191.7% |
| All | +895.2% | +799.4% | +95.9% | +191.7% |
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