+1,397.9%
MAR vs APO
+1,604.8%
-207.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +1.0% | +0.2% | +0.9% | +0.9% |
| 30D | +16.2% | +3.1% | +13.1% | +14.4% |
| 3M | +23.1% | -12.0% | +35.0% | +28.4% |
| 6M | +22.0% | -5.0% | +26.9% | +22.6% |
| YTD | +39.2% | -14.0% | +53.2% | +43.9% |
| 1Y | +48.3% | -5.9% | +54.2% | +47.6% |
| 3Y | +123.4% | +51.6% | +71.8% | +78.7% |
| 5Y | +185.4% | +80.8% | +104.6% | +106.0% |
| 10Y | +539.2% | +839.9% | -300.8% | +145.8% |
| All | +1,397.9% | +1,604.8% | -207.0% | +317.7% |
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