+4,277.4%
MU vs APO
+890.3%
+3,387.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | -15.2% | +8.1% | -23.3% | -18.7% |
| 30D | -29.5% | +3.4% | -33.0% | -31.2% |
| 3M | -15.8% | -6.6% | -9.1% | -13.8% |
| 6M | -2.9% | -7.1% | +4.2% | -1.2% |
| YTD | +154.2% | -14.1% | +168.4% | +166.2% |
| 1Y | +186.6% | -4.7% | +191.3% | +183.1% |
| 3Y | +871.5% | +51.3% | +820.2% | +642.8% |
| 5Y | +911.7% | +82.7% | +829.0% | +575.7% |
| 10Y | +4,277.4% | +845.7% | +3,431.7% | +1,188.4% |
| All | +4,277.4% | +890.3% | +3,387.1% | +1,188.4% |
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