+7.0%
APO vs MSTU
-90.1%
+97.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.1% | +9.7% | +5.1% |
| 7D | +2.3% | -9.3% | +11.6% | +3.0% |
| 30D | +3.0% | -38.3% | +41.3% | +6.3% |
| 3M | -3.7% | +24.0% | -27.8% | -8.5% |
| 6M | -7.5% | -72.1% | +64.6% | -1.6% |
| YTD | -14.5% | -70.2% | +55.7% | -13.4% |
| 1Y | -6.2% | -89.6% | +83.4% | +3.7% |
| All | +7.0% | -90.1% | +97.1% | +12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling