+26.2%
MAR vs APO
+1.9%
+24.3%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | -4.2% | -1.0% | -3.1% | -3.9% |
| 30D | -6.7% | +3.5% | -10.1% | -7.6% |
| 3M | -12.5% | +4.5% | -17.0% | -13.8% |
| 6M | +0.6% | +22.8% | -22.2% | -5.7% |
| YTD | +9.1% | -6.5% | +15.6% | +11.3% |
| 1Y | +26.2% | +0.8% | +25.4% | +23.4% |
| All | +26.2% | +1.9% | +24.3% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling