+11,765.3%
MPWR vs APO
+1,582.7%
+10,182.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.5% |
| 7D | +27.9% | +3.5% | +24.4% | +26.1% |
| 30D | +9.7% | +4.4% | +5.3% | +7.0% |
| 3M | +1.7% | -12.1% | +13.8% | +7.3% |
| 6M | -9.2% | -7.2% | -2.0% | -7.5% |
| YTD | +60.5% | -15.1% | +75.6% | +68.7% |
| 1Y | +52.0% | -7.7% | +59.7% | +52.9% |
| 3Y | +193.1% | +49.6% | +143.5% | +130.9% |
| 5Y | +167.3% | +78.3% | +89.0% | +91.5% |
| 10Y | +1,878.8% | +827.7% | +1,051.1% | +629.0% |
| All | +11,765.3% | +1,582.7% | +10,182.7% | +3,222.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling