+154.1%
MAR vs APO
+136.0%
+18.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.1% |
| 7D | -0.5% | -1.0% | +0.5% | -0.1% |
| 30D | -4.7% | -0.4% | -4.3% | -4.8% |
| 3M | -15.6% | -0.9% | -14.7% | -16.0% |
| 6M | +1.2% | +22.1% | -20.9% | -8.1% |
| YTD | +7.5% | -8.4% | +15.9% | +9.3% |
| 1Y | +26.6% | -0.9% | +27.6% | +23.9% |
| 3Y | +66.0% | +56.1% | +9.8% | +29.1% |
| 5Y | +154.1% | +136.0% | +18.1% | +58.0% |
| All | +154.1% | +136.0% | +18.1% | +58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling