+250.1%
MDT vs APO
+1,753.5%
-1,503.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +1.3% |
| 7D | +3.2% | -1.0% | +4.2% | +3.4% |
| 30D | +9.5% | +3.5% | +6.0% | +8.5% |
| 3M | +16.0% | +4.5% | +11.4% | +14.3% |
| 6M | +0.2% | +22.8% | -22.6% | -5.4% |
| YTD | -0.3% | -6.5% | +6.2% | 0.0% |
| 1Y | +4.7% | +0.8% | +3.9% | +2.6% |
| 3Y | +26.5% | +62.0% | -35.4% | +5.7% |
| 5Y | -18.2% | +138.2% | -156.4% | -40.5% |
| 10Y | +40.0% | +940.3% | -900.2% | -31.9% |
| All | +250.1% | +1,753.5% | -1,503.4% | +38.8% |
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