+191.7%
MPWR vs APO
+50.4%
+141.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.4% |
| 7D | +27.9% | +3.5% | +24.4% | +26.0% |
| 30D | +9.7% | +4.4% | +5.3% | +6.8% |
| 3M | +1.7% | -12.1% | +13.8% | +8.1% |
| 6M | -9.2% | -7.2% | -2.0% | -7.3% |
| YTD | +60.5% | -15.1% | +75.6% | +71.3% |
| 1Y | +52.0% | -7.7% | +59.7% | +53.1% |
| All | +191.7% | +50.4% | +141.3% | +108.0% |
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