+308.2%
MRVL vs APO
+58.7%
+249.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.7% |
| 7D | +7.1% | +0.1% | +7.0% | +7.0% |
| 30D | +3.1% | +3.9% | -0.8% | -0.5% |
| 3M | -21.9% | +3.8% | -25.7% | -24.8% |
| 6M | +151.8% | +22.3% | +129.6% | +116.1% |
| YTD | +165.6% | -7.8% | +173.4% | +174.1% |
| 1Y | +242.3% | -0.3% | +242.6% | +226.2% |
| 3Y | +308.2% | +57.1% | +251.0% | +210.8% |
| All | +308.2% | +58.7% | +249.5% | +210.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling