+339.0%
MCK vs APO
+132.8%
+206.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | 0.0% |
| 7D | -2.9% | -3.5% | +0.6% | -2.7% |
| 30D | +0.4% | -6.6% | +7.0% | +0.7% |
| 3M | +12.1% | -3.3% | +15.4% | +12.2% |
| 6M | -5.4% | +22.6% | -28.0% | -6.7% |
| YTD | +7.8% | -9.8% | +17.6% | +8.4% |
| 1Y | +22.9% | -3.9% | +26.8% | +22.8% |
| 3Y | +110.7% | +52.5% | +58.3% | +95.4% |
| All | +339.0% | +132.8% | +206.2% | +267.9% |
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