+1,098.3%
MPC vs APA
+0.4%
+1,098.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.6% |
| 7D | -8.8% | -5.5% | -3.3% | -6.7% |
| 30D | -14.4% | -1.2% | -13.2% | -14.0% |
| 3M | +21.9% | +10.6% | +11.4% | +16.8% |
| 6M | +60.1% | +28.4% | +31.7% | +44.0% |
| YTD | +142.3% | +89.7% | +52.6% | +85.4% |
| 1Y | +101.7% | +90.6% | +11.1% | +53.7% |
| 3Y | +184.8% | +36.9% | +147.9% | +135.8% |
| 5Y | +564.6% | +83.2% | +481.4% | +371.8% |
| 10Y | +1,098.3% | -0.1% | +1,098.4% | +651.6% |
| All | +1,098.3% | +0.4% | +1,098.0% | +651.6% |
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