+1,362.4%
MU vs APA
+5.6%
+1,356.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.2% | +9.3% | +6.7% |
| 7D | +9.0% | +0.5% | +8.4% | +8.8% |
| 30D | +13.8% | +23.4% | -9.6% | +8.7% |
| 3M | +2.1% | +12.7% | -10.6% | -1.1% |
| 6M | +153.8% | +39.4% | +114.4% | +123.5% |
| YTD | +256.4% | +79.0% | +177.4% | +184.4% |
| 1Y | +719.8% | +88.8% | +630.9% | +532.2% |
| All | +1,362.4% | +5.6% | +1,356.8% | +992.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling