+462.9%
META vs APO
+837.1%
-374.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.2% |
| 7D | +5.2% | +5.8% | -0.6% | +2.9% |
| 30D | -13.0% | +8.9% | -21.9% | -16.2% |
| 3M | +7.9% | -13.6% | +21.6% | +14.0% |
| 6M | +4.2% | -5.4% | +9.6% | +5.4% |
| YTD | -2.5% | -13.6% | +11.1% | +0.9% |
| 1Y | +5.6% | -2.5% | +8.1% | +3.5% |
| 3Y | +96.8% | +50.9% | +45.9% | +55.5% |
| 5Y | +90.0% | +81.4% | +8.7% | +35.1% |
| All | +462.9% | +837.1% | -374.1% | +130.7% |
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