+53.8%
MMM vs APO
+948.0%
-894.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.2% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | -8.0% | +3.9% | -11.9% | -9.2% |
| 3M | +9.4% | +3.8% | +5.6% | +7.6% |
| 6M | +10.2% | +22.3% | -12.0% | +2.8% |
| YTD | +6.1% | -7.8% | +13.9% | +7.3% |
| 1Y | +10.8% | -0.3% | +11.1% | +8.9% |
| 3Y | +104.8% | +57.1% | +47.7% | +72.4% |
| 5Y | +27.0% | +137.0% | -109.9% | -8.1% |
| 10Y | +53.8% | +946.8% | -893.1% | -28.9% |
| All | +53.8% | +948.0% | -894.2% | -28.9% |
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