+883.4%
APH vs MUB
+20.8%
+862.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.0% |
| 7D | -5.9% | +0.7% | -6.6% | -6.6% |
| 30D | -14.8% | +4.4% | -19.2% | -18.4% |
| 3M | -12.4% | -0.2% | -12.3% | -12.3% |
| 6M | +8.1% | -0.6% | +8.7% | +8.7% |
| YTD | +10.9% | +0.3% | +10.6% | +10.8% |
| 1Y | +8.8% | +0.8% | +8.0% | +8.2% |
| 3Y | +262.1% | +12.0% | +250.1% | +222.6% |
| 5Y | +283.1% | +3.4% | +279.7% | +269.0% |
| All | +883.4% | +20.8% | +862.6% | +877.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling