+198.6%
PM vs APO
+948.0%
-749.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.4% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | -2.6% | +3.9% | -6.4% | -3.2% |
| 3M | +5.8% | +3.8% | +2.0% | +4.8% |
| 6M | +10.6% | +22.3% | -11.7% | +6.3% |
| YTD | +17.2% | -7.8% | +25.0% | +17.7% |
| 1Y | +17.6% | -0.3% | +18.0% | +16.3% |
| 3Y | +124.3% | +57.1% | +67.1% | +95.9% |
| 5Y | +125.1% | +137.0% | -11.9% | +74.6% |
| 10Y | +198.6% | +946.8% | -748.2% | +83.8% |
| All | +198.6% | +948.0% | -749.4% | +83.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling