+1,804.4%
APO vs MUB
+55.9%
+1,748.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | -0.9% | -0.2% | -0.2% |
| 30D | +3.5% | -1.4% | +4.9% | +4.9% |
| 3M | +4.5% | -2.2% | +6.7% | +6.7% |
| 6M | +22.8% | -1.9% | +24.7% | +25.0% |
| YTD | -6.5% | -0.8% | -5.7% | -5.8% |
| 1Y | +0.8% | +2.7% | -1.9% | -1.7% |
| 3Y | +62.0% | +8.6% | +53.4% | +48.4% |
| 5Y | +138.2% | +2.0% | +136.2% | +131.6% |
| 10Y | +940.3% | +17.9% | +922.3% | +859.8% |
| All | +1,804.4% | +55.9% | +1,748.6% | +1,795.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling