+101.7%
MPC vs APO
-7.6%
+109.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -8.8% | +8.1% | -16.9% | -8.6% |
| 30D | -14.4% | +3.4% | -17.8% | -14.0% |
| 3M | +21.9% | -6.6% | +28.6% | +23.0% |
| 6M | +60.1% | -7.1% | +67.2% | +62.0% |
| YTD | +142.3% | -14.1% | +156.5% | +147.8% |
| 1Y | +101.7% | -4.7% | +106.4% | +99.7% |
| All | +101.7% | -7.6% | +109.3% | +99.7% |
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