+1,362.4%
MU vs APH
+282.8%
+1,079.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.4% |
| 7D | +9.0% | +5.0% | +4.0% | +4.3% |
| 30D | +13.8% | -3.9% | +17.7% | +17.4% |
| 3M | +2.1% | +13.0% | -10.9% | -6.0% |
| 6M | +153.8% | +25.2% | +128.7% | +109.5% |
| YTD | +256.4% | +22.9% | +233.5% | +180.4% |
| 1Y | +719.8% | +47.8% | +671.9% | +434.4% |
| All | +1,362.4% | +282.8% | +1,079.6% | +282.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling