+8,902.7%
MU vs APO
+1,753.5%
+7,149.2%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.4% |
| 7D | +9.0% | -1.0% | +10.0% | +9.5% |
| 30D | +13.8% | +3.5% | +10.4% | +11.2% |
| 3M | +2.1% | +4.5% | -2.5% | -1.2% |
| 6M | +153.8% | +22.8% | +131.0% | +124.1% |
| YTD | +256.4% | -6.5% | +262.9% | +259.4% |
| 1Y | +719.8% | +0.8% | +718.9% | +684.7% |
| 3Y | +1,360.4% | +62.0% | +1,298.4% | +985.3% |
| 5Y | +1,312.4% | +138.2% | +1,174.2% | +731.5% |
| 10Y | +6,142.6% | +940.3% | +5,202.3% | +1,499.2% |
| All | +8,902.7% | +1,753.5% | +7,149.2% | +1,561.9% |
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