+52.3%
MSFT vs APO
+43.9%
+8.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | +1.7% | +0.8% | +0.9% | +1.4% |
| 30D | +0.2% | +1.0% | -0.9% | -0.3% |
| 3M | +6.4% | -8.4% | +14.7% | +8.5% |
| 6M | +28.7% | -9.1% | +37.8% | +31.1% |
| YTD | +10.4% | -18.3% | +28.7% | +14.9% |
| 1Y | +7.6% | -8.0% | +15.6% | +8.2% |
| 3Y | +52.3% | +47.1% | +5.3% | +26.8% |
| All | +52.3% | +43.9% | +8.5% | +26.8% |
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 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