+13.0%
APH vs UNP
+37.2%
-24.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.4% | +5.8% | +8.1% |
| 7D | +1.1% | -3.3% | +4.3% | +1.1% |
| 30D | -7.5% | +6.7% | -14.2% | -7.5% |
| 3M | -4.4% | +1.8% | -6.2% | -4.2% |
| 6M | +26.5% | +13.3% | +13.1% | +23.7% |
| YTD | +20.0% | +30.3% | -10.3% | +11.3% |
| All | +13.0% | +37.2% | -24.2% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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