+425.7%
META vs APO
+903.0%
-477.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.4% | +3.2% |
| 7D | +5.7% | +2.3% | +3.4% | +4.5% |
| 30D | -10.8% | +3.0% | -13.7% | -12.1% |
| 3M | +8.4% | -3.7% | +12.1% | +9.4% |
| 6M | +5.4% | -7.5% | +12.9% | +7.5% |
| YTD | -2.6% | -14.5% | +11.9% | +1.2% |
| 1Y | +3.5% | -6.2% | +9.7% | +3.1% |
| 3Y | +102.0% | +51.9% | +50.1% | +59.4% |
| 5Y | +93.1% | +76.5% | +16.6% | +38.9% |
| 10Y | +425.7% | +895.2% | -469.6% | +129.4% |
| All | +425.7% | +903.0% | -477.3% | +129.4% |
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