+9.0%
MSFT vs APO
-5.6%
+14.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +8.1% | -1.4% | +5.0% |
| 7D | +4.7% | +8.2% | -3.5% | +2.9% |
| 30D | +5.8% | +6.4% | -0.6% | +4.3% |
| 3M | +13.0% | -7.4% | +20.4% | +14.4% |
| 6M | +34.9% | -4.2% | +39.1% | +35.4% |
| YTD | +15.7% | -14.1% | +29.8% | +14.1% |
| 1Y | +9.0% | -4.4% | +13.3% | +6.7% |
| All | +9.0% | -5.6% | +14.6% | +6.7% |
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