+1,270.9%
MRVL vs APO
+833.1%
+437.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.2% | +9.2% | +9.2% |
| 7D | +5.6% | +0.2% | +5.5% | +6.1% |
| 30D | -36.5% | +3.1% | -39.6% | -38.1% |
| 3M | -20.5% | -12.0% | -8.5% | -16.0% |
| 6M | -1.1% | -5.0% | +3.8% | -0.7% |
| YTD | +99.0% | -14.0% | +113.0% | +108.1% |
| 1Y | +89.3% | -5.9% | +95.2% | +87.6% |
| 3Y | +211.6% | +51.6% | +160.1% | +138.4% |
| 5Y | +134.0% | +80.8% | +53.3% | +60.9% |
| All | +1,270.9% | +833.1% | +437.8% | +324.9% |
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