+136.7%
MPWR vs APO
+61.7%
+75.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.2% |
| 7D | -2.6% | -1.0% | -1.6% | -2.0% |
| 30D | -9.0% | +3.5% | -12.5% | -11.4% |
| 3M | -25.8% | +4.5% | -30.4% | -28.5% |
| 6M | +11.8% | +22.8% | -11.0% | -3.3% |
| YTD | +35.5% | -6.5% | +42.0% | +37.8% |
| 1Y | +45.3% | +0.8% | +44.5% | +38.7% |
| All | +136.7% | +61.7% | +75.0% | +72.5% |
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