+916.7%
APO vs MXL
+313.4%
+603.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.5% | -6.7% | -0.6% |
| 7D | -3.5% | +18.9% | -22.4% | -6.7% |
| 30D | -6.6% | +0.3% | -6.9% | -7.4% |
| 3M | -3.3% | -8.0% | +4.8% | -6.5% |
| 6M | +22.6% | +341.2% | -318.6% | -25.1% |
| YTD | -9.8% | +327.8% | -337.6% | -44.7% |
| 1Y | -3.9% | +364.9% | -368.8% | -43.2% |
| 3Y | +52.5% | +229.2% | -176.8% | -14.3% |
| 5Y | +134.0% | +42.8% | +91.2% | +56.9% |
| All | +916.7% | +313.4% | +603.3% | +342.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 10y: compounded portfolio wealth divided by compounded MXL 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…
10y analysis · Full analysis span regression · 6 months rolling