+46.9%
PM vs APO
-5.6%
+52.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.1% | -6.5% | +1.6% |
| 7D | +4.3% | +8.2% | -3.9% | +4.3% |
| 30D | +11.5% | +6.4% | +5.1% | +11.5% |
| 3M | +13.0% | -7.4% | +20.5% | +12.7% |
| 6M | +25.9% | -4.2% | +30.1% | +25.7% |
| YTD | +34.0% | -14.1% | +48.1% | +35.4% |
| 1Y | +46.9% | -4.4% | +51.3% | +46.4% |
| All | +46.9% | -5.6% | +52.5% | +46.4% |
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 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