+71.4%
MSFT vs APO
+134.3%
-62.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.7% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | -1.0% | +3.9% | -4.9% | -2.4% |
| 3M | +20.2% | +3.8% | +16.4% | +18.2% |
| 6M | +21.3% | +22.3% | -1.0% | +12.4% |
| YTD | +2.8% | -7.8% | +10.6% | +4.2% |
| 1Y | 0.0% | -0.3% | +0.3% | -2.1% |
| 3Y | +51.2% | +57.1% | -5.9% | +18.4% |
| 5Y | +71.4% | +137.0% | -65.5% | +6.2% |
| All | +71.4% | +134.3% | -62.9% | +6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling