+4,271.9%
MU vs APA
+0.9%
+4,271.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.4% | +6.3% |
| 7D | -12.0% | -8.7% | -3.3% | -10.1% |
| 30D | -28.7% | -2.4% | -26.3% | -28.4% |
| 3M | -16.4% | +19.0% | -35.4% | -20.2% |
| 6M | -1.8% | +26.8% | -28.6% | -8.7% |
| YTD | +157.1% | +87.3% | +69.7% | +112.4% |
| 1Y | +208.5% | +92.3% | +116.2% | +152.6% |
| 3Y | +906.2% | +37.3% | +868.9% | +764.3% |
| 5Y | +893.4% | +73.2% | +820.2% | +668.7% |
| 10Y | +4,271.9% | -0.9% | +4,272.7% | +2,900.1% |
| All | +4,271.9% | +0.9% | +4,271.0% | +2,900.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling