+290.9%
MRVL vs APO
+136.0%
+154.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.7% |
| 7D | +13.8% | -1.0% | +14.8% | +14.5% |
| 30D | +12.7% | -0.4% | +13.1% | +11.8% |
| 3M | -11.9% | -0.9% | -11.0% | -12.5% |
| 6M | +153.8% | +22.1% | +131.7% | +112.4% |
| YTD | +177.0% | -8.4% | +185.3% | +184.1% |
| 1Y | +252.3% | -0.9% | +253.3% | +231.8% |
| 3Y | +325.5% | +56.1% | +269.4% | +171.7% |
| 5Y | +290.9% | +136.0% | +154.9% | +69.7% |
| All | +290.9% | +136.0% | +154.9% | +69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling