+47.1%
APO vs MSFU
+32.6%
+14.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.4% | 0.0% |
| 7D | +0.8% | +2.5% | -1.7% | 0.0% |
| 30D | +1.0% | -1.3% | +2.3% | +1.1% |
| 3M | -8.4% | +8.6% | -17.0% | -10.8% |
| 6M | -9.1% | +48.4% | -57.5% | -19.8% |
| YTD | -18.3% | +1.6% | -19.9% | -20.5% |
| 1Y | -8.0% | -5.8% | -2.2% | -8.3% |
| 3Y | +47.1% | +30.9% | +16.1% | +19.1% |
| All | +47.1% | +32.6% | +14.4% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling