+153.8%
MU vs AAPL
+21.1%
+132.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +5.5% |
| 7D | +9.0% | +0.1% | +8.9% | +9.0% |
| 30D | +13.8% | +3.0% | +10.8% | +14.4% |
| 3M | +2.1% | +2.9% | -0.8% | +9.4% |
| 6M | +153.8% | +22.1% | +131.7% | +127.1% |
| All | +153.8% | +21.1% | +132.7% | +127.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling