+2,458.7%
MSFT vs APO
+1,753.5%
+705.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.9% |
| 7D | -2.7% | -1.0% | -1.7% | -2.4% |
| 30D | +2.7% | +3.5% | -0.8% | +1.5% |
| 3M | +17.0% | +4.5% | +12.4% | +14.9% |
| 6M | +23.8% | +22.8% | +1.0% | +15.4% |
| YTD | +4.0% | -6.5% | +10.5% | +4.7% |
| 1Y | -0.8% | +0.8% | -1.7% | -3.0% |
| 3Y | +55.6% | +62.0% | -6.4% | +27.5% |
| 5Y | +72.9% | +138.2% | -65.3% | +22.8% |
| 10Y | +875.8% | +940.3% | -64.5% | +355.5% |
| All | +2,458.7% | +1,753.5% | +705.2% | +927.1% |
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