+102.5%
APA vs MUB
+2.0%
+100.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -1.7% | -0.3% | -1.4% | -3.0% |
| 30D | +15.7% | -1.5% | +17.3% | +8.3% |
| 3M | +16.5% | -1.9% | +18.4% | +7.5% |
| 6M | +35.1% | -1.7% | +36.8% | +30.1% |
| YTD | +82.2% | -0.8% | +83.0% | +67.7% |
| 1Y | +102.5% | +1.5% | +101.0% | +61.6% |
| All | +102.5% | +2.0% | +100.5% | +61.6% |
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