+224.4%
MRK vs APO
+945.2%
-720.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.6% |
| 7D | -4.3% | -3.5% | -0.7% | -3.8% |
| 30D | +8.3% | -6.6% | +14.8% | +9.2% |
| 3M | +20.0% | -3.3% | +23.3% | +20.3% |
| 6M | +25.7% | +22.6% | +3.1% | +21.8% |
| YTD | +38.7% | -9.8% | +48.5% | +39.7% |
| 1Y | +74.7% | -3.9% | +78.6% | +73.9% |
| 3Y | +45.4% | +52.5% | -7.1% | +32.6% |
| 5Y | +129.0% | +134.0% | -5.0% | +89.8% |
| All | +224.4% | +945.2% | -720.8% | +99.0% |
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