+106,206.6%
MU vs AAPL
+129,827.4%
-23,620.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +7.3% |
| 7D | +9.0% | +0.1% | +8.9% | +8.8% |
| 30D | +13.8% | +3.0% | +10.8% | +11.9% |
| 3M | +2.1% | +2.9% | -0.8% | -1.0% |
| 6M | +153.8% | +22.1% | +131.7% | +127.3% |
| YTD | +256.4% | +18.0% | +238.4% | +222.6% |
| 1Y | +719.8% | +33.9% | +685.8% | +598.4% |
| 3Y | +1,360.4% | +71.2% | +1,289.2% | +1,005.1% |
| 5Y | +1,312.4% | +112.6% | +1,199.8% | +874.8% |
| 10Y | +6,142.6% | +1,198.8% | +4,943.8% | +1,832.1% |
| All | +106,206.6% | +129,827.4% | -23,620.8% | +2,995.9% |
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