+1,921.6%
MPWR vs APO
+847.3%
+1,074.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.8% |
| 7D | +17.3% | +0.2% | +17.1% | +17.7% |
| 30D | +12.1% | +3.1% | +9.0% | +9.6% |
| 3M | +5.6% | -12.0% | +17.6% | +12.1% |
| 6M | -10.7% | -5.0% | -5.8% | -10.1% |
| YTD | +64.0% | -14.0% | +78.0% | +72.0% |
| 1Y | +55.9% | -5.9% | +61.9% | +55.0% |
| 3Y | +199.5% | +51.6% | +147.9% | +122.0% |
| 5Y | +176.6% | +80.8% | +95.8% | +81.4% |
| 10Y | +1,921.6% | +839.9% | +1,081.7% | +572.6% |
| All | +1,921.6% | +847.3% | +1,074.3% | +572.6% |
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