+3.0%
MCHP vs APO
+132.8%
-129.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +3.2% |
| 7D | 0.0% | -3.5% | +3.5% | +2.0% |
| 30D | -6.0% | -6.6% | +0.5% | -2.8% |
| 3M | -19.7% | -3.3% | -16.4% | -18.8% |
| 6M | +14.0% | +22.6% | -8.6% | -0.4% |
| YTD | +18.4% | -9.8% | +28.2% | +22.4% |
| 1Y | +17.1% | -3.9% | +21.0% | +15.2% |
| 3Y | +0.7% | +52.5% | -51.8% | -27.4% |
| All | +3.0% | +132.8% | -129.8% | -44.7% |
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