+48.4%
MAR vs APO
-6.0%
+54.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.6% |
| 7D | +1.6% | +5.8% | -4.1% | +0.6% |
| 30D | +13.8% | +8.9% | +4.9% | +12.1% |
| 3M | +20.3% | -13.6% | +33.9% | +22.9% |
| 6M | +21.3% | -5.4% | +26.7% | +21.7% |
| YTD | +37.2% | -13.6% | +50.8% | +40.3% |
| 1Y | +48.4% | -2.5% | +50.9% | +49.2% |
| All | +48.4% | -6.0% | +54.4% | +49.2% |
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