+58.0%
MRK vs APO
+53.0%
+5.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.2% | +0.4% |
| 7D | +0.7% | +5.8% | -5.1% | +0.4% |
| 30D | +0.3% | +8.9% | -8.6% | -0.2% |
| 3M | +9.7% | -13.6% | +23.3% | +10.2% |
| 6M | +32.0% | -5.4% | +37.3% | +32.0% |
| YTD | +43.3% | -13.6% | +56.9% | +44.6% |
| 1Y | +63.7% | -2.5% | +66.2% | +63.5% |
| 3Y | +58.0% | +50.9% | +7.2% | +58.9% |
| All | +58.0% | +53.0% | +5.0% | +58.9% |
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