+1,628.9%
APO vs MUB
+56.6%
+1,572.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.5% |
| 7D | +3.5% | -0.8% | +4.3% | +4.3% |
| 30D | +4.4% | +2.4% | +1.9% | +2.1% |
| 3M | -12.1% | -1.1% | -11.0% | -11.1% |
| 6M | -7.2% | -1.0% | -6.2% | -6.3% |
| YTD | -15.1% | -0.3% | -14.8% | -14.8% |
| 1Y | -7.7% | 0.0% | -7.6% | -7.6% |
| 3Y | +49.6% | +10.2% | +39.4% | +35.1% |
| 5Y | +78.3% | +2.9% | +75.4% | +72.0% |
| 10Y | +827.7% | +21.9% | +805.8% | +761.3% |
| All | +1,628.9% | +56.6% | +1,572.3% | +1,613.5% |
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 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