+949.3%
APO vs MSI
+593.5%
+355.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.2% |
| 7D | -1.0% | -4.0% | +3.0% | +1.5% |
| 30D | -0.4% | -0.5% | +0.1% | -0.2% |
| 3M | -0.9% | +11.4% | -12.3% | -8.2% |
| 6M | +22.1% | +1.0% | +21.2% | +19.1% |
| YTD | -8.4% | +20.7% | -29.0% | -21.4% |
| 1Y | -0.9% | -2.7% | +1.7% | -2.1% |
| 3Y | +56.1% | +68.2% | -12.1% | +3.7% |
| 5Y | +136.0% | +100.0% | +36.1% | +37.0% |
| 10Y | +949.3% | +596.9% | +352.4% | +262.4% |
| All | +949.3% | +593.5% | +355.8% | +262.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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