+265.1%
MU vs APA
+107.6%
+157.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.9% | -0.1% | -8.7% |
| 7D | -19.1% | -13.0% | -6.2% | -22.0% |
| 30D | -25.2% | +2.0% | -27.2% | -24.1% |
| 3M | -10.9% | +24.9% | -35.8% | -3.0% |
| 6M | +38.0% | +7.2% | +30.8% | +46.0% |
| YTD | +178.8% | +87.1% | +91.7% | +209.5% |
| 1Y | +265.1% | +107.2% | +158.0% | +300.4% |
| All | +265.1% | +107.6% | +157.5% | +300.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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