+84,752.5%
MU vs AAPL
+144,307.5%
-59,555.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.0% | +9.8% | +10.9% |
| 7D | +2.0% | +1.8% | +0.3% | +1.5% |
| 30D | -18.0% | +4.3% | -22.3% | -19.7% |
| 3M | -6.6% | +16.6% | -23.2% | -13.6% |
| 6M | +2.0% | +21.6% | -19.6% | -8.9% |
| YTD | +184.5% | +31.2% | +153.3% | +144.2% |
| 1Y | +236.9% | +29.6% | +207.3% | +191.3% |
| 3Y | +987.0% | +93.1% | +893.8% | +675.3% |
| 5Y | +1,014.6% | +146.2% | +868.4% | +616.5% |
| 10Y | +4,609.2% | +1,326.9% | +3,282.3% | +1,290.8% |
| All | +84,752.5% | +144,307.5% | -59,555.1% | +2,243.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling