+119,301.1%
APH vs UNP
+7,040.3%
+112,260.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.6% | +6.7% | +5.3% |
| 7D | -5.9% | -4.6% | -1.4% | -4.0% |
| 30D | -14.8% | +5.6% | -20.4% | -17.1% |
| 3M | -12.4% | -1.3% | -11.1% | -12.4% |
| 6M | +8.1% | +9.2% | -1.2% | +2.7% |
| YTD | +10.9% | +27.3% | -16.4% | -1.9% |
| 1Y | +8.8% | +35.9% | -27.1% | -6.7% |
| 3Y | +262.1% | +45.5% | +216.6% | +197.0% |
| 5Y | +283.1% | +36.0% | +247.2% | +221.1% |
| 10Y | +908.1% | +307.2% | +600.9% | +418.7% |
| All | +119,301.1% | +7,040.3% | +112,260.8% | +24,033.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling