+2,630.0%
MSFT vs APO
+1,601.9%
+1,028.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.3% |
| 7D | +2.3% | +8.1% | -5.8% | 0.0% |
| 30D | -0.4% | +3.4% | -3.8% | -1.6% |
| 3M | +5.6% | -6.6% | +12.2% | +7.4% |
| 6M | +29.0% | -7.1% | +36.0% | +30.9% |
| YTD | +10.9% | -14.1% | +25.1% | +14.4% |
| 1Y | +6.2% | -4.7% | +10.9% | +5.9% |
| 3Y | +47.6% | +51.3% | -3.7% | +23.4% |
| 5Y | +67.9% | +82.7% | -14.8% | +29.0% |
| 10Y | +922.9% | +845.7% | +77.2% | +390.1% |
| All | +2,630.0% | +1,601.9% | +1,028.1% | +1,021.4% |
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