+17.9%
APA vs MUB
-0.7%
+18.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.8% |
| 7D | -15.5% | +0.7% | -16.2% | -14.2% |
| 30D | +2.4% | +4.4% | -2.0% | +12.6% |
| 3M | +22.8% | -0.2% | +23.0% | +5.0% |
| 6M | +17.9% | -0.6% | +18.5% | -2.0% |
| All | +17.9% | -0.7% | +18.6% | -2.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling