+157.1%
MMM vs APO
+43.9%
+113.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +6.2% | +0.8% | +5.4% | +6.0% |
| 30D | +14.2% | +1.0% | +13.2% | +13.8% |
| 3M | +2.9% | -8.4% | +11.3% | +5.2% |
| 6M | +27.6% | -9.1% | +36.7% | +30.1% |
| YTD | +17.3% | -18.3% | +35.6% | +23.3% |
| 1Y | +15.1% | -8.0% | +23.1% | +16.0% |
| 3Y | +157.1% | +47.1% | +110.1% | +157.4% |
| All | +157.1% | +43.9% | +113.3% | +157.4% |
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