+129.4%
APO vs MSFU
+87.3%
+42.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.5% |
| 7D | +3.5% | -4.9% | +8.4% | +4.8% |
| 30D | +4.4% | -9.1% | +13.4% | +6.7% |
| 3M | -12.1% | +8.7% | -20.8% | -14.6% |
| 6M | -7.2% | +48.3% | -55.5% | -19.4% |
| YTD | -15.1% | -1.6% | -13.5% | -17.7% |
| 1Y | -7.7% | -13.6% | +5.9% | -6.5% |
| 3Y | +49.6% | +20.2% | +29.4% | +25.8% |
| All | +129.4% | +87.3% | +42.1% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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