+365.6%
MUU vs APO
-6.0%
+371.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -7.0% | -6.1% |
| 7D | +24.7% | +5.8% | +18.9% | +21.6% |
| 30D | -35.1% | +8.9% | -44.0% | -37.4% |
| 3M | -44.3% | -13.6% | -30.6% | -38.8% |
| 6M | -44.4% | -5.4% | -39.0% | -41.6% |
| YTD | +244.9% | -13.6% | +258.6% | +288.6% |
| 1Y | +365.6% | -2.5% | +368.1% | +339.3% |
| All | +365.6% | -6.0% | +371.6% | +339.3% |
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