+287.6%
MP vs APO
+172.5%
+115.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +2.6% |
| 7D | +9.5% | +5.8% | +3.7% | +6.3% |
| 30D | -3.0% | +8.9% | -11.9% | -7.9% |
| 3M | -30.4% | -13.6% | -16.7% | -25.2% |
| 6M | -39.2% | -5.4% | -33.8% | -38.3% |
| YTD | -23.3% | -13.6% | -9.6% | -19.4% |
| 1Y | -32.6% | -2.5% | -30.2% | -34.1% |
| 3Y | +159.3% | +50.9% | +108.4% | +74.5% |
| 5Y | -16.4% | +81.4% | -97.8% | -53.4% |
| All | +287.6% | +172.5% | +115.1% | +78.6% |
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