+1,925.8%
MRVL vs APO
+945.2%
+980.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.6% |
| 7D | +5.6% | -3.5% | +9.1% | +7.7% |
| 30D | +8.8% | -6.6% | +15.3% | +12.3% |
| 3M | -15.9% | -3.3% | -12.6% | -15.1% |
| 6M | +161.3% | +22.6% | +138.7% | +128.4% |
| YTD | +178.2% | -9.8% | +188.0% | +186.2% |
| 1Y | +255.3% | -3.9% | +259.2% | +247.4% |
| 3Y | +323.1% | +52.5% | +270.7% | +225.5% |
| 5Y | +293.2% | +134.0% | +159.2% | +144.2% |
| All | +1,925.8% | +945.2% | +980.6% | +577.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling