-4.7%
APO vs MSTU
-91.0%
+86.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.3% | +7.7% | +0.9% |
| 7D | +8.1% | -21.7% | +29.8% | +9.7% |
| 30D | +3.4% | -42.8% | +46.2% | +6.5% |
| 3M | -6.6% | +21.4% | -28.1% | -10.1% |
| 6M | -7.1% | -74.1% | +67.0% | +0.2% |
| YTD | -14.1% | -72.4% | +58.2% | -13.3% |
| 1Y | -4.7% | -90.1% | +85.4% | -0.5% |
| All | -4.7% | -91.0% | +86.3% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1y: compounded portfolio wealth divided by compounded MSTU 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…
1y analysis · Full analysis span regression · 6 months rolling