+1,362.4%
MU vs APO
+61.7%
+1,300.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.4% |
| 7D | +9.0% | -1.0% | +10.0% | +9.6% |
| 30D | +13.8% | +3.5% | +10.4% | +11.0% |
| 3M | +2.1% | +4.5% | -2.5% | -1.4% |
| 6M | +153.8% | +22.8% | +131.0% | +121.4% |
| YTD | +256.4% | -6.5% | +262.9% | +262.4% |
| 1Y | +719.8% | +0.8% | +718.9% | +683.2% |
| All | +1,362.4% | +61.7% | +1,300.7% | +1,013.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling