+95.1%
META vs APO
+43.9%
+51.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +1.0% |
| 7D | -0.8% | +0.8% | -1.6% | -1.3% |
| 30D | -15.4% | +1.0% | -16.4% | -16.1% |
| 3M | +3.5% | -8.4% | +11.9% | +6.4% |
| 6M | -0.3% | -9.1% | +8.8% | +2.3% |
| YTD | -7.3% | -18.3% | +11.0% | -1.4% |
| 1Y | -1.1% | -8.0% | +6.9% | -0.7% |
| 3Y | +95.1% | +47.1% | +48.0% | +40.8% |
| All | +95.1% | +43.9% | +51.2% | +40.8% |
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 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