+674.5%
MU vs APA
+92.4%
+582.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.2% | +9.3% | +5.4% |
| 7D | +9.0% | +0.5% | +8.4% | +9.1% |
| 30D | +13.8% | +23.4% | -9.6% | +19.2% |
| 3M | +2.1% | +12.7% | -10.6% | +5.6% |
| 6M | +153.8% | +39.4% | +114.4% | +158.1% |
| YTD | +256.4% | +79.0% | +177.4% | +254.4% |
| All | +674.5% | +92.4% | +582.1% | +658.1% |
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 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