+1,650.0%
MPWR vs APO
+948.0%
+702.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | +0.3% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -13.1% | +3.9% | -16.9% | -15.4% |
| 3M | -21.7% | +3.8% | -25.5% | -24.1% |
| 6M | +19.5% | +22.3% | -2.8% | +4.2% |
| YTD | +34.9% | -7.8% | +42.7% | +37.2% |
| 1Y | +42.0% | -0.3% | +42.3% | +36.4% |
| 3Y | +148.8% | +57.1% | +91.7% | +82.1% |
| 5Y | +156.8% | +137.0% | +19.8% | +47.9% |
| 10Y | +1,650.0% | +946.8% | +703.2% | +462.6% |
| All | +1,650.0% | +948.0% | +702.0% | +462.6% |
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