+665.0%
MRK vs APO
+1,518.9%
-853.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -1.9% | +0.8% | -2.7% | -2.0% |
| 30D | +2.8% | +1.0% | +1.7% | +2.6% |
| 3M | +15.0% | -8.4% | +23.4% | +16.2% |
| 6M | +30.9% | -9.1% | +40.0% | +32.1% |
| YTD | +42.3% | -18.3% | +60.6% | +45.1% |
| 1Y | +76.1% | -8.0% | +84.1% | +76.3% |
| 3Y | +54.1% | +47.1% | +7.0% | +40.5% |
| 5Y | +109.5% | +67.2% | +42.3% | +82.9% |
| 10Y | +254.8% | +871.8% | -617.1% | +117.3% |
| All | +665.0% | +1,518.9% | -853.9% | +312.0% |
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 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