+282.2%
APH vs MUB
+3.2%
+278.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.0% |
| 7D | -5.9% | +0.7% | -6.6% | -6.5% |
| 30D | -14.8% | +4.4% | -19.2% | -18.0% |
| 3M | -12.4% | -0.4% | -12.0% | -11.9% |
| 6M | +8.1% | -0.9% | +8.9% | +9.3% |
| YTD | +10.9% | +0.1% | +10.9% | +11.5% |
| 1Y | +8.8% | +0.5% | +8.3% | +9.0% |
| 3Y | +262.1% | +11.7% | +250.4% | +223.4% |
| All | +282.2% | +3.2% | +278.9% | +247.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling