+189.8%
MU vs APA
+89.4%
+100.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.4% | +6.2% |
| 7D | -12.0% | -8.7% | -3.3% | -14.4% |
| 30D | -28.7% | -2.4% | -26.3% | -28.8% |
| 3M | -16.4% | +19.0% | -35.4% | -10.5% |
| 6M | -1.8% | +26.8% | -28.6% | +7.7% |
| YTD | +157.1% | +87.3% | +69.7% | +182.8% |
| All | +189.8% | +89.4% | +100.3% | +218.4% |
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