+287.3%
MMM vs APO
+1,594.4%
-1,307.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.7% | -2.8% | +0.6% |
| 7D | +5.8% | +2.3% | +3.5% | +5.1% |
| 30D | +17.9% | +3.0% | +14.9% | +17.0% |
| 3M | +3.6% | -3.7% | +7.3% | +4.3% |
| 6M | +32.9% | -7.5% | +40.4% | +34.9% |
| YTD | +19.5% | -14.5% | +34.0% | +23.0% |
| 1Y | +16.5% | -6.2% | +22.7% | +16.8% |
| 3Y | +167.2% | +51.9% | +115.2% | +131.4% |
| 5Y | +48.2% | +76.5% | -28.2% | +20.2% |
| 10Y | +83.0% | +895.2% | -812.2% | -6.8% |
| All | +287.3% | +1,594.4% | -1,307.1% | +60.4% |
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 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