+5,778.3%
MU vs APO
+948.0%
+4,830.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -0.9% |
| 7D | +7.2% | +0.1% | +7.1% | +7.1% |
| 30D | +14.0% | +3.9% | +10.1% | +11.1% |
| 3M | +5.4% | +3.8% | +1.6% | +2.4% |
| 6M | +170.3% | +22.3% | +148.0% | +138.7% |
| YTD | +250.7% | -7.8% | +258.5% | +256.5% |
| 1Y | +662.1% | -0.3% | +662.4% | +634.5% |
| 3Y | +1,341.2% | +57.1% | +1,284.1% | +986.0% |
| 5Y | +1,319.3% | +137.0% | +1,182.4% | +733.9% |
| 10Y | +5,778.3% | +946.8% | +4,831.5% | +1,625.0% |
| All | +5,778.3% | +948.0% | +4,830.3% | +1,625.0% |
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