+155.2%
MPWR vs APO
+138.1%
+17.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.7% |
| 3M | -25.8% | +4.5% | -30.4% | -28.9% |
| 6M | +11.8% | +22.8% | -11.0% | -5.1% |
| YTD | +35.5% | -6.5% | +42.0% | +37.0% |
| 1Y | +45.3% | +0.8% | +44.5% | +37.2% |
| 3Y | +138.5% | +62.0% | +76.5% | +53.5% |
| All | +155.2% | +138.1% | +17.1% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling