+2,707.1%
MA vs APO
+1,518.9%
+1,188.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.3% |
| 7D | +2.3% | +0.8% | +1.5% | +2.0% |
| 30D | +14.7% | +1.0% | +13.6% | +14.1% |
| 3M | +13.5% | -8.4% | +21.9% | +16.5% |
| 6M | +33.1% | -9.1% | +42.2% | +36.1% |
| YTD | +15.1% | -18.3% | +33.4% | +20.9% |
| 1Y | +18.7% | -8.0% | +26.7% | +19.2% |
| 3Y | +72.1% | +47.1% | +25.0% | +38.5% |
| 5Y | +92.8% | +67.2% | +25.6% | +42.3% |
| 10Y | +571.6% | +871.8% | -300.2% | +159.4% |
| All | +2,707.1% | +1,518.9% | +1,188.2% | +776.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling