+568.4%
MA vs APO
+890.3%
-321.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.3% |
| 7D | +1.8% | +8.1% | -6.3% | -1.2% |
| 30D | +11.8% | +3.4% | +8.4% | +10.2% |
| 3M | +17.2% | -6.6% | +23.8% | +19.6% |
| 6M | +33.4% | -7.1% | +40.5% | +35.6% |
| YTD | +16.1% | -14.1% | +30.3% | +20.2% |
| 1Y | +19.9% | -4.7% | +24.6% | +18.8% |
| 3Y | +70.1% | +51.3% | +18.8% | +31.1% |
| 5Y | +89.6% | +82.7% | +6.9% | +28.4% |
| 10Y | +568.4% | +845.7% | -277.3% | +124.8% |
| All | +568.4% | +890.3% | -321.9% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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