+116.7%
MPC vs APO
-6.0%
+122.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.5% |
| 7D | +11.2% | +5.8% | +5.5% | +11.4% |
| 30D | -14.5% | +8.9% | -23.4% | -14.2% |
| 3M | +16.7% | -13.6% | +30.3% | +18.2% |
| 6M | +67.6% | -5.4% | +72.9% | +69.4% |
| YTD | +157.9% | -13.6% | +171.6% | +162.8% |
| 1Y | +116.7% | -2.5% | +119.1% | +113.6% |
| All | +116.7% | -6.0% | +122.6% | +113.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling