+265.1%
MU vs AAPL
+30.7%
+234.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +5.3% | -12.3% | -5.8% |
| 7D | -19.1% | +1.7% | -20.8% | -18.5% |
| 30D | -25.2% | +5.0% | -30.2% | -24.3% |
| 3M | -10.9% | +13.1% | -24.0% | -8.9% |
| 6M | +38.0% | +26.5% | +11.5% | +36.8% |
| YTD | +178.8% | +28.9% | +149.9% | +182.1% |
| 1Y | +265.1% | +29.9% | +235.2% | +265.1% |
| All | +265.1% | +30.7% | +234.4% | +265.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAPL.
Daily Out/Under-Performance
Portfolio return minus AAPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAPL 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 1y: compounded portfolio wealth divided by compounded AAPL 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…
1y analysis · Full analysis span regression · 6 months rolling