+895.2%
APO vs MSI
+689.5%
+205.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +3.0% |
| 7D | +2.3% | +8.3% | -6.1% | -2.8% |
| 30D | +3.0% | +18.9% | -15.9% | -7.7% |
| 3M | -3.7% | +13.2% | -16.9% | -11.2% |
| 6M | -7.5% | +38.3% | -45.7% | -25.6% |
| YTD | -14.5% | +38.9% | -53.4% | -33.1% |
| 1Y | -6.2% | +36.7% | -42.8% | -25.8% |
| 3Y | +51.9% | +76.6% | -24.6% | -1.6% |
| 5Y | +76.5% | +124.5% | -48.0% | -5.4% |
| 10Y | +895.2% | +674.5% | +220.7% | +196.7% |
| All | +895.2% | +689.5% | +205.7% | +196.7% |
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