+107.2%
APA vs MUB
+0.1%
+107.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.4% | -7.3% | -5.7% |
| 7D | -13.0% | +0.6% | -13.5% | -11.6% |
| 30D | +2.0% | +3.2% | -1.2% | +11.2% |
| 3M | +24.9% | -1.1% | +26.0% | +12.1% |
| 6M | +7.2% | -1.1% | +8.3% | -3.4% |
| YTD | +87.1% | -0.5% | +87.5% | +62.3% |
| 1Y | +107.2% | 0.0% | +107.2% | +76.4% |
| All | +107.2% | +0.1% | +107.1% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling