+1,135.3%
MPC vs APO
+847.3%
+287.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.3% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | -12.2% | +3.1% | -15.3% | -14.2% |
| 3M | +20.1% | -12.0% | +32.1% | +25.7% |
| 6M | +60.6% | -5.0% | +65.6% | +60.4% |
| YTD | +150.6% | -14.0% | +164.6% | +158.1% |
| 1Y | +104.7% | -5.9% | +110.6% | +100.9% |
| 3Y | +194.5% | +51.6% | +142.9% | +109.0% |
| 5Y | +582.3% | +80.8% | +501.5% | +310.7% |
| 10Y | +1,135.3% | +839.9% | +295.3% | +234.6% |
| All | +1,135.3% | +847.3% | +287.9% | +234.6% |
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