+6,011.4%
MU vs APO
+1,518.9%
+4,492.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.6% | +5.4% |
| 7D | -22.0% | +0.8% | -22.8% | -22.7% |
| 30D | -36.6% | +1.0% | -37.6% | -37.4% |
| 3M | -21.7% | -8.4% | -13.3% | -19.2% |
| 6M | +3.5% | -9.1% | +12.6% | +6.7% |
| YTD | +141.9% | -18.3% | +160.3% | +159.5% |
| 1Y | +189.8% | -8.0% | +197.8% | +191.1% |
| 3Y | +855.4% | +47.1% | +808.3% | +643.5% |
| 5Y | +869.2% | +67.2% | +802.0% | +582.7% |
| 10Y | +4,142.8% | +871.8% | +3,271.0% | +1,018.2% |
| All | +6,011.4% | +1,518.9% | +4,492.6% | +1,099.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling