+2,981.5%
MUU vs APO
+1.9%
+2,979.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +11.9% |
| 7D | +17.4% | -1.0% | +18.4% | +18.0% |
| 30D | +24.0% | +3.5% | +20.5% | +21.2% |
| 3M | -23.9% | +4.5% | -28.4% | -25.0% |
| 6M | +284.4% | +22.8% | +261.6% | +251.2% |
| YTD | +583.7% | -6.5% | +590.2% | +585.1% |
| 1Y | +2,981.5% | +0.8% | +2,980.6% | +3,093.5% |
| All | +2,981.5% | +1.9% | +2,979.6% | +3,093.5% |
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