+1,371.2%
MU vs AAPL
+85.1%
+1,286.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +7.3% |
| 7D | +9.0% | +0.1% | +8.9% | +8.7% |
| 30D | +13.8% | +3.0% | +10.8% | +11.8% |
| 3M | +2.1% | +2.9% | -0.8% | -1.0% |
| 6M | +153.8% | +22.1% | +131.7% | +120.7% |
| YTD | +256.4% | +18.0% | +238.4% | +214.6% |
| 1Y | +719.8% | +33.9% | +685.8% | +563.4% |
| All | +1,371.2% | +85.1% | +1,286.1% | +903.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling