+163.8%
MPC vs APO
+43.9%
+119.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -16.2% | +0.8% | -17.0% | -16.5% |
| 30D | -15.7% | +1.0% | -16.8% | -16.2% |
| 3M | +24.9% | -8.4% | +33.3% | +26.8% |
| 6M | +52.7% | -9.1% | +61.8% | +54.5% |
| YTD | +131.9% | -18.3% | +150.2% | +141.0% |
| 1Y | +96.6% | -8.0% | +104.6% | +96.6% |
| 3Y | +163.8% | +47.1% | +116.7% | +138.7% |
| All | +163.8% | +43.9% | +119.9% | +138.7% |
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 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