+33.3%
MELI vs APO
+52.1%
-18.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | -4.1% | -3.5% | -0.6% | -3.2% |
| 30D | +3.8% | -6.6% | +10.3% | +5.6% |
| 3M | +17.8% | -3.3% | +21.1% | +18.5% |
| 6M | +7.4% | +22.6% | -15.2% | +0.7% |
| YTD | -5.8% | -9.8% | +4.0% | -3.9% |
| 1Y | -18.9% | -3.9% | -15.0% | -19.1% |
| 3Y | +33.3% | +52.5% | -19.1% | +6.5% |
| All | +33.3% | +52.1% | -18.7% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling