+3,298.1%
MPC vs APO
+1,841.2%
+1,457.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +3.0% |
| 7D | +9.4% | +3.5% | +5.9% | +7.9% |
| 30D | -13.4% | +4.4% | -17.8% | -15.7% |
| 3M | +18.9% | -12.1% | +31.0% | +24.1% |
| 6M | +64.9% | -7.2% | +72.2% | +66.5% |
| YTD | +156.8% | -15.1% | +171.9% | +165.3% |
| 1Y | +113.2% | -7.7% | +120.8% | +111.4% |
| 3Y | +201.8% | +49.6% | +152.2% | +125.3% |
| 5Y | +601.4% | +78.3% | +523.1% | +355.4% |
| 10Y | +1,166.0% | +827.7% | +338.3% | +298.4% |
| All | +3,298.1% | +1,841.2% | +1,457.0% | +700.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling