+1,497.9%
META vs APO
+2,448.2%
-950.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.5% | +0.5% | -2.3% |
| 7D | -3.1% | -1.1% | -2.0% | -3.0% |
| 30D | -18.1% | +1.1% | -19.2% | -18.8% |
| 3M | +2.9% | -9.2% | +12.1% | +5.9% |
| 6M | +0.2% | -9.2% | +9.4% | +2.7% |
| YTD | -8.1% | -18.0% | +9.9% | -3.4% |
| 1Y | -4.5% | -10.9% | +6.3% | -3.0% |
| 3Y | +94.2% | +44.4% | +49.7% | +61.1% |
| 5Y | +79.1% | +67.9% | +11.2% | +37.6% |
| 10Y | +405.9% | +876.2% | -470.3% | +129.4% |
| All | +1,497.9% | +2,448.2% | -950.3% | +741.3% |
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