+226.4%
MU vs APO
-7.7%
+234.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.3% |
| 7D | +21.6% | +3.5% | +18.2% | +20.6% |
| 30D | -16.2% | +4.4% | -20.6% | -16.8% |
| 3M | -12.4% | -12.1% | -0.3% | -8.6% |
| 6M | +4.2% | -7.2% | +11.4% | +7.3% |
| YTD | +180.0% | -15.1% | +195.1% | +198.9% |
| 1Y | +226.4% | -7.7% | +234.0% | +232.5% |
| All | +226.4% | -7.7% | +234.1% | +232.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling