+4,609.2%
MU vs APO
+847.3%
+3,761.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.2% | +11.7% | +11.8% |
| 7D | +2.0% | +0.2% | +1.9% | +2.4% |
| 30D | -18.0% | +3.1% | -21.1% | -19.8% |
| 3M | -6.6% | -12.0% | +5.4% | -1.2% |
| 6M | +2.0% | -5.0% | +7.0% | +2.7% |
| YTD | +184.5% | -14.0% | +198.5% | +197.6% |
| 1Y | +236.9% | -5.9% | +242.8% | +235.4% |
| 3Y | +987.0% | +51.6% | +935.4% | +730.6% |
| 5Y | +1,014.6% | +80.8% | +933.8% | +648.5% |
| 10Y | +4,609.2% | +839.9% | +3,769.3% | +1,298.0% |
| All | +4,609.2% | +847.3% | +3,761.9% | +1,298.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling