+180.0%
MCD vs APO
+948.0%
-768.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.3% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -6.1% | +3.9% | -10.0% | -6.9% |
| 3M | -7.3% | +3.8% | -11.0% | -8.1% |
| 6M | -20.9% | +22.3% | -43.2% | -24.2% |
| YTD | -14.7% | -7.8% | -6.9% | -14.2% |
| 1Y | -16.1% | -0.3% | -15.8% | -17.1% |
| 3Y | -1.5% | +57.1% | -58.6% | -14.6% |
| 5Y | +20.4% | +137.0% | -116.5% | -8.3% |
| 10Y | +180.0% | +946.8% | -766.8% | +60.7% |
| All | +180.0% | +948.0% | -768.0% | +60.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling