+146.5%
MPWR vs APO
+43.9%
+102.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.7% | +5.4% |
| 7D | -1.7% | +0.8% | -2.5% | -2.6% |
| 30D | -16.5% | +1.0% | -17.6% | -17.6% |
| 3M | -12.3% | -8.4% | -3.9% | -9.5% |
| 6M | -27.7% | -9.1% | -18.6% | -25.8% |
| YTD | +32.0% | -18.3% | +50.3% | +43.4% |
| 1Y | +25.1% | -8.0% | +33.1% | +25.1% |
| 3Y | +146.5% | +47.1% | +99.4% | +71.5% |
| All | +146.5% | +43.9% | +102.6% | +71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling