+74.7%
MRK vs APO
-2.1%
+76.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.5% |
| 7D | -4.3% | -3.5% | -0.7% | -4.4% |
| 30D | +8.3% | -6.6% | +14.8% | +7.9% |
| 3M | +20.0% | -3.3% | +23.3% | +20.0% |
| 6M | +25.7% | +22.6% | +3.1% | +27.4% |
| YTD | +38.7% | -9.8% | +48.5% | +40.2% |
| 1Y | +74.7% | -3.9% | +78.6% | +69.8% |
| All | +74.7% | -2.1% | +76.7% | +69.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling