+38.0%
MDT vs APO
+936.6%
-898.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | +0.3% |
| 7D | -1.6% | -4.9% | +3.3% | -0.4% |
| 30D | +1.0% | -8.4% | +9.5% | +3.1% |
| 3M | +15.2% | -2.1% | +17.2% | +15.3% |
| 6M | +3.7% | +19.2% | -15.6% | -1.7% |
| YTD | -3.0% | -10.5% | +7.6% | -1.6% |
| 1Y | +2.5% | -2.7% | +5.2% | +1.2% |
| 3Y | +26.5% | +52.5% | -26.0% | +5.3% |
| 5Y | -18.3% | +132.1% | -150.4% | -42.6% |
| All | +38.0% | +936.6% | -898.6% | -35.5% |
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