+3,971.9%
MU vs APA
0.0%
+3,971.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +4.5% |
| 7D | -22.0% | -15.5% | -6.5% | -18.9% |
| 30D | -36.6% | +2.4% | -39.0% | -37.0% |
| 3M | -21.7% | +22.8% | -44.5% | -25.8% |
| 6M | +3.5% | +17.9% | -14.4% | -2.0% |
| YTD | +141.9% | +87.7% | +54.3% | +99.8% |
| 1Y | +189.8% | +94.2% | +95.7% | +136.8% |
| 3Y | +855.4% | +27.2% | +828.2% | +735.1% |
| 5Y | +869.2% | +74.1% | +795.0% | +649.0% |
| All | +3,971.9% | 0.0% | +3,971.9% | +2,669.6% |
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