+55.9%
MPWR vs APO
-4.6%
+60.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.9% |
| 7D | +17.3% | +0.2% | +17.1% | +17.2% |
| 30D | +12.1% | +3.1% | +9.0% | +11.4% |
| 3M | +5.6% | -12.0% | +17.6% | +9.1% |
| 6M | -10.7% | -5.0% | -5.8% | -10.5% |
| YTD | +64.0% | -14.0% | +78.0% | +73.7% |
| 1Y | +55.9% | -5.9% | +61.9% | +59.8% |
| All | +55.9% | -4.6% | +60.5% | +59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling