+1,133.0%
MCK vs APO
+1,673.6%
-540.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.8% |
| 7D | -4.4% | -4.9% | +0.5% | -3.6% |
| 30D | -2.2% | -8.4% | +6.2% | -0.8% |
| 3M | +11.6% | -2.1% | +13.6% | +11.6% |
| 6M | -4.9% | +19.2% | -24.2% | -8.6% |
| YTD | +7.7% | -10.5% | +18.2% | +8.6% |
| 1Y | +25.2% | -2.7% | +27.9% | +23.8% |
| 3Y | +112.1% | +52.5% | +59.7% | +84.1% |
| 5Y | +345.8% | +132.1% | +213.8% | +240.1% |
| 10Y | +439.7% | +924.7% | -485.0% | +186.5% |
| All | +1,133.0% | +1,673.6% | -540.6% | +452.2% |
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