+152.7%
APO vs MSFU
+76.3%
+76.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | +0.5% |
| 7D | -1.0% | -5.7% | +4.7% | +0.5% |
| 30D | +3.5% | +4.2% | -0.7% | +2.2% |
| 3M | +4.5% | +27.9% | -23.4% | -3.7% |
| 6M | +22.8% | +37.1% | -14.3% | +8.6% |
| YTD | -6.5% | -7.4% | +0.9% | -7.3% |
| 1Y | +0.8% | -19.6% | +20.4% | +4.4% |
| 3Y | +62.0% | +33.2% | +28.8% | +31.2% |
| All | +152.7% | +76.3% | +76.4% | +85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling