+129.2%
APO vs MTCH
-73.3%
+202.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.4% |
| 7D | -3.5% | +1.3% | -4.8% | -3.9% |
| 30D | -6.6% | +15.9% | -22.4% | -11.2% |
| 3M | -3.3% | +23.3% | -26.6% | -10.5% |
| 6M | +22.6% | +40.1% | -17.5% | +8.6% |
| YTD | -9.8% | +33.6% | -43.4% | -18.9% |
| 1Y | -3.9% | +14.1% | -18.0% | -9.1% |
| 3Y | +52.5% | +1.4% | +51.0% | +44.6% |
| All | +129.2% | -73.3% | +202.5% | +244.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 5y: compounded portfolio wealth divided by compounded MTCH 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…
5y analysis · Full analysis span regression · 6 months rolling