+2,968.0%
MPC vs APO
+1,767.6%
+1,200.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -16.2% | +0.8% | -17.0% | -17.0% |
| 30D | -15.7% | +1.0% | -16.8% | -16.9% |
| 3M | +24.9% | -8.4% | +33.3% | +28.1% |
| 6M | +52.7% | -9.1% | +61.8% | +55.3% |
| YTD | +131.9% | -18.3% | +150.2% | +143.4% |
| 1Y | +96.6% | -8.0% | +104.6% | +95.0% |
| 3Y | +163.8% | +47.1% | +116.7% | +98.0% |
| 5Y | +533.1% | +67.2% | +466.0% | +323.2% |
| 10Y | +1,118.6% | +871.8% | +246.8% | +278.2% |
| All | +2,968.0% | +1,767.6% | +1,200.4% | +634.2% |
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