-5.1%
APO vs MSCI
+12.7%
-17.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.8% | +4.4% |
| 7D | +2.3% | +1.5% | +0.8% | +2.0% |
| 30D | +3.0% | +14.4% | -11.4% | -0.8% |
| 3M | -3.7% | +15.2% | -18.9% | -7.4% |
| 6M | -7.5% | +11.2% | -18.7% | -10.8% |
| YTD | -14.5% | +13.9% | -28.5% | -18.5% |
| All | -5.1% | +12.7% | -17.8% | -7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling