+137.9%
APO vs MSCI
-6.7%
+144.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.0% | +0.4% | -1.4% | -1.2% |
| 30D | +3.5% | +0.6% | +2.9% | +3.2% |
| 3M | +4.5% | -7.1% | +11.6% | +7.7% |
| 6M | +22.8% | +0.8% | +21.9% | +20.4% |
| YTD | -6.5% | +1.0% | -7.5% | -8.9% |
| 1Y | +0.8% | +4.3% | -3.5% | -4.4% |
| 3Y | +62.0% | +9.9% | +52.0% | +44.8% |
| All | +137.9% | -6.7% | +144.6% | +121.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling