+1,832.5%
MRVL vs APD
+161.1%
+1,671.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.5% |
| 7D | +7.1% | -2.5% | +9.6% | +8.6% |
| 30D | +3.1% | -1.9% | +4.9% | +3.6% |
| 3M | -21.9% | +8.2% | -30.2% | -26.7% |
| 6M | +151.8% | +10.7% | +141.1% | +132.9% |
| YTD | +165.6% | +22.9% | +142.7% | +127.7% |
| 1Y | +242.3% | +5.8% | +236.5% | +220.2% |
| 3Y | +308.2% | +7.8% | +300.4% | +267.0% |
| 5Y | +280.4% | +26.1% | +254.3% | +204.6% |
| 10Y | +1,832.5% | +163.7% | +1,668.8% | +829.1% |
| All | +1,832.5% | +161.1% | +1,671.4% | +829.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling