+1,074.4%
MAR vs APO
+1,753.5%
-679.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | -4.2% | -1.0% | -3.1% | -3.8% |
| 30D | -6.7% | +3.5% | -10.1% | -8.2% |
| 3M | -12.5% | +4.5% | -17.0% | -14.7% |
| 6M | +0.6% | +22.8% | -22.2% | -8.5% |
| YTD | +9.1% | -6.5% | +15.6% | +9.8% |
| 1Y | +26.2% | +0.8% | +25.4% | +22.6% |
| 3Y | +68.2% | +62.0% | +6.2% | +31.4% |
| 5Y | +163.9% | +138.2% | +25.7% | +71.2% |
| 10Y | +420.6% | +940.3% | -519.7% | +93.4% |
| All | +1,074.4% | +1,753.5% | -679.1% | +218.7% |
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