+186.6%
MU vs AAPL
+29.9%
+156.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.2% |
| 7D | -15.2% | +5.0% | -20.2% | -14.3% |
| 30D | -29.5% | +3.5% | -33.0% | -28.9% |
| 3M | -15.8% | +13.1% | -28.8% | -13.9% |
| 6M | -2.9% | +19.0% | -21.9% | -1.3% |
| YTD | +154.2% | +28.5% | +125.7% | +155.8% |
| 1Y | +186.6% | +29.7% | +156.9% | +186.2% |
| All | +186.6% | +29.9% | +156.7% | +186.2% |
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 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