+950.8%
MU vs APO
+53.0%
+897.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.3% | -3.4% |
| 7D | +12.8% | +5.8% | +7.0% | +9.5% |
| 30D | -14.9% | +8.9% | -23.7% | -19.2% |
| 3M | -18.0% | -13.6% | -4.4% | -11.8% |
| 6M | -3.1% | -5.4% | +2.3% | -1.9% |
| YTD | +172.9% | -13.6% | +186.5% | +188.6% |
| 1Y | +228.8% | -2.5% | +231.3% | +220.3% |
| 3Y | +950.8% | +50.9% | +900.0% | +675.0% |
| All | +950.8% | +53.0% | +897.8% | +675.0% |
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