-0.9%
APO vs MSTU
-93.7%
+92.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.8% | -0.3% |
| 7D | -1.0% | +12.9% | -13.9% | -2.1% |
| 30D | -0.4% | +68.3% | -68.7% | -5.0% |
| 3M | -0.9% | +0.4% | -1.2% | -2.5% |
| 6M | +22.1% | -41.5% | +63.7% | +23.5% |
| YTD | -8.4% | -61.7% | +53.3% | -7.8% |
| 1Y | -0.9% | -93.7% | +92.7% | +11.3% |
| All | -0.9% | -93.7% | +92.8% | +11.3% |
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