+106.6%
MMM vs APO
+62.1%
+44.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.3% |
| 7D | -3.3% | -1.0% | -2.3% | -3.1% |
| 30D | -7.0% | +3.5% | -10.5% | -8.1% |
| 3M | +10.8% | +4.5% | +6.3% | +8.8% |
| 6M | +5.8% | +22.8% | -17.0% | -1.7% |
| YTD | +6.8% | -6.5% | +13.3% | +8.0% |
| 1Y | +10.4% | +0.8% | +9.6% | +8.3% |
| All | +106.6% | +62.1% | +44.5% | +90.1% |
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