+2,163.5%
MUU vs APO
-3.6%
+2,167.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -8.2% |
| 7D | +3.6% | -4.9% | +8.4% | +6.1% |
| 30D | +22.3% | -8.4% | +30.8% | +27.3% |
| 3M | -8.2% | -2.1% | -6.2% | -6.8% |
| 6M | +256.3% | +19.2% | +237.1% | +227.8% |
| YTD | +534.4% | -10.5% | +544.9% | +554.7% |
| 1Y | +2,163.5% | -2.7% | +2,166.2% | +2,318.3% |
| All | +2,163.5% | -3.6% | +2,167.1% | +2,318.3% |
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