+144.0%
MP vs APO
+51.3%
+92.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.1% | -2.2% | +1.1% |
| 7D | -3.6% | +8.1% | -11.7% | -6.6% |
| 30D | -21.0% | +3.4% | -24.4% | -22.2% |
| 3M | -33.3% | -6.6% | -26.7% | -31.9% |
| 6M | -45.9% | -7.1% | -38.9% | -44.8% |
| YTD | -27.8% | -14.1% | -13.7% | -24.4% |
| 1Y | -43.2% | -4.7% | -38.5% | -43.1% |
| 3Y | +144.0% | +51.3% | +92.7% | +81.3% |
| All | +144.0% | +51.3% | +92.8% | +81.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling