+4,277.4%
MU vs AAPL
+1,264.8%
+3,012.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -15.2% | +5.0% | -20.2% | -18.2% |
| 30D | -29.5% | +3.5% | -33.0% | -31.5% |
| 3M | -15.8% | +13.1% | -28.8% | -23.7% |
| 6M | -2.9% | +19.0% | -21.9% | -17.5% |
| YTD | +154.2% | +28.5% | +125.7% | +102.4% |
| 1Y | +186.6% | +29.7% | +156.9% | +126.8% |
| 3Y | +871.5% | +89.2% | +782.2% | +461.6% |
| 5Y | +911.7% | +141.2% | +770.5% | +380.2% |
| 10Y | +4,277.4% | +1,306.6% | +2,970.8% | +368.2% |
| All | +4,277.4% | +1,264.8% | +3,012.5% | +368.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling