+180.6%
MPC vs APO
+61.7%
+118.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +5.4% | -1.0% | +6.5% | +5.6% |
| 30D | +31.0% | +3.5% | +27.5% | +29.8% |
| 3M | +46.0% | +4.5% | +41.5% | +44.0% |
| 6M | +77.3% | +22.8% | +54.5% | +66.5% |
| YTD | +141.9% | -6.5% | +148.4% | +144.5% |
| 1Y | +120.9% | +0.8% | +120.1% | +116.9% |
| All | +180.6% | +61.7% | +118.9% | +147.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling