+1,079.5%
MPC vs APA
0.0%
+1,079.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.9% | -2.3% |
| 7D | -16.2% | -15.5% | -0.7% | -10.4% |
| 30D | -15.7% | +2.4% | -18.1% | -16.5% |
| 3M | +24.9% | +22.8% | +2.1% | +14.8% |
| 6M | +52.7% | +17.9% | +34.7% | +41.9% |
| YTD | +131.9% | +87.7% | +44.2% | +78.2% |
| 1Y | +96.6% | +94.2% | +2.5% | +48.7% |
| 3Y | +163.8% | +27.2% | +136.6% | +124.7% |
| 5Y | +533.1% | +74.1% | +459.0% | +357.8% |
| All | +1,079.5% | 0.0% | +1,079.4% | +642.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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