+2,683.6%
MUU vs APO
-2.3%
+2,685.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +6.2% |
| 7D | +15.0% | -1.0% | +16.0% | +16.2% |
| 30D | +36.8% | -0.4% | +37.2% | +35.3% |
| 3M | -8.5% | -0.9% | -7.6% | -9.1% |
| 6M | +320.7% | +22.1% | +298.6% | +216.6% |
| YTD | +599.7% | -8.4% | +608.1% | +636.9% |
| 1Y | +2,569.2% | -0.9% | +2,570.1% | +2,331.9% |
| All | +2,683.6% | -2.3% | +2,685.9% | +2,629.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling