+1,786.5%
MPWR vs APO
+903.0%
+883.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +4.7% | +11.9% | +14.0% |
| 7D | +11.6% | +2.3% | +9.3% | +9.9% |
| 30D | +0.1% | +3.0% | -2.9% | -2.1% |
| 3M | -0.8% | -3.7% | +2.9% | -0.1% |
| 6M | -13.0% | -7.5% | -5.5% | -11.2% |
| YTD | +53.9% | -14.5% | +68.4% | +62.0% |
| 1Y | +45.8% | -6.2% | +52.0% | +45.0% |
| 3Y | +194.3% | +51.9% | +142.3% | +118.3% |
| 5Y | +160.1% | +76.5% | +83.7% | +73.2% |
| 10Y | +1,786.5% | +895.2% | +891.3% | +577.4% |
| All | +1,786.5% | +903.0% | +883.5% | +577.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling