+1,315.7%
MU vs APA
+156.4%
+1,159.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.5% |
| 3M | +2.1% | +12.7% | -10.6% | -1.3% |
| 6M | +153.8% | +39.4% | +114.4% | +127.3% |
| YTD | +256.4% | +79.0% | +177.4% | +195.5% |
| 1Y | +719.8% | +88.8% | +630.9% | +563.1% |
| 3Y | +1,360.4% | +6.4% | +1,354.0% | +1,169.0% |
| All | +1,315.7% | +156.4% | +1,159.3% | +868.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling