+4,271.9%
MU vs APO
+903.0%
+3,368.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.7% | +1.6% | +3.8% |
| 7D | -12.0% | +2.3% | -14.3% | -13.3% |
| 30D | -28.7% | +3.0% | -31.7% | -30.3% |
| 3M | -16.4% | -3.7% | -12.7% | -16.0% |
| 6M | -1.8% | -7.5% | +5.7% | +0.2% |
| YTD | +157.1% | -14.5% | +171.6% | +169.7% |
| 1Y | +208.5% | -6.2% | +214.7% | +207.2% |
| 3Y | +906.2% | +51.9% | +854.2% | +668.9% |
| 5Y | +893.4% | +76.5% | +816.9% | +576.4% |
| 10Y | +4,271.9% | +895.2% | +3,376.6% | +1,272.3% |
| All | +4,271.9% | +903.0% | +3,368.9% | +1,272.3% |
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