+3,101.0%
MPC vs APO
+2,038.2%
+1,062.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | +5.4% | -1.0% | +6.5% | +5.8% |
| 30D | +31.0% | +3.5% | +27.5% | +28.8% |
| 3M | +46.0% | +4.5% | +41.5% | +41.9% |
| 6M | +77.3% | +22.8% | +54.5% | +58.4% |
| YTD | +141.9% | -6.5% | +148.4% | +142.3% |
| 1Y | +120.9% | +0.8% | +120.1% | +111.4% |
| 3Y | +182.7% | +62.0% | +120.7% | +105.2% |
| 5Y | +646.4% | +138.2% | +508.2% | +323.8% |
| 10Y | +1,138.7% | +940.3% | +198.5% | +275.4% |
| All | +3,101.0% | +2,038.2% | +1,062.8% | +630.8% |
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