+1,766.1%
APO vs MTCH
+416.2%
+1,349.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -1.0% | -2.4% | +1.4% | -0.3% |
| 30D | -0.4% | +12.8% | -13.2% | -3.9% |
| 3M | -0.9% | +20.0% | -20.8% | -6.4% |
| 6M | +22.1% | +34.7% | -12.6% | +11.6% |
| YTD | -8.4% | +30.6% | -38.9% | -15.7% |
| 1Y | -0.9% | +10.9% | -11.9% | -4.6% |
| 3Y | +56.1% | -2.0% | +58.2% | +50.3% |
| 5Y | +136.0% | -72.6% | +208.7% | +208.2% |
| 10Y | +949.3% | +197.9% | +751.4% | +627.3% |
| All | +1,766.1% | +416.2% | +1,349.9% | +983.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling