+285.6%
APH vs UNP
+41.0%
+244.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | -5.3% | +10.3% | +6.5% |
| 30D | -3.9% | -1.5% | -2.3% | -3.6% |
| 3M | +13.0% | +10.3% | +2.7% | +9.2% |
| 6M | +25.2% | +9.7% | +15.5% | +20.5% |
| YTD | +22.9% | +27.1% | -4.2% | +12.2% |
| 1Y | +47.8% | +32.6% | +15.3% | +32.5% |
| All | +285.6% | +41.0% | +244.7% | +220.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling