+101.9%
MPC vs APO
-8.0%
+109.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.7% | -0.1% | +4.7% |
| 7D | -9.4% | +2.3% | -11.7% | -9.1% |
| 30D | -14.3% | +3.0% | -17.3% | -14.0% |
| 3M | +31.1% | -3.7% | +34.8% | +32.1% |
| 6M | +60.3% | -7.5% | +67.7% | +62.2% |
| YTD | +142.5% | -14.5% | +157.0% | +148.0% |
| All | +101.9% | -8.0% | +109.9% | +99.8% |
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