+4,609.2%
MU vs APA
+4.1%
+4,605.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.6% | +8.3% | +11.1% |
| 7D | +2.0% | +5.1% | -3.0% | +1.1% |
| 30D | -18.0% | +0.3% | -18.2% | -18.0% |
| 3M | -6.6% | +15.6% | -22.2% | -10.0% |
| 6M | +2.0% | +28.9% | -26.9% | -5.4% |
| YTD | +184.5% | +96.6% | +87.9% | +132.6% |
| 1Y | +236.9% | +95.5% | +141.4% | +175.2% |
| 3Y | +987.0% | +41.8% | +945.1% | +827.3% |
| 5Y | +1,014.6% | +85.4% | +929.2% | +749.3% |
| 10Y | +4,609.2% | +4.5% | +4,604.7% | +3,095.3% |
| All | +4,609.2% | +4.1% | +4,605.1% | +3,095.3% |
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