+951.3%
APH vs URI
+1,313.6%
-362.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +6.9% | +1.3% | +5.7% |
| 7D | +1.1% | -4.0% | +5.1% | +2.9% |
| 30D | -7.5% | +6.8% | -14.3% | -9.5% |
| 3M | -4.4% | -2.8% | -1.6% | -3.5% |
| 6M | +26.5% | +20.9% | +5.6% | +17.7% |
| YTD | +20.0% | +40.2% | -20.2% | +3.4% |
| 1Y | +16.9% | +34.1% | -17.2% | +2.3% |
| 3Y | +288.5% | +164.1% | +124.4% | +157.4% |
| 5Y | +310.3% | +199.3% | +111.0% | +150.5% |
| 10Y | +951.3% | +1,218.8% | -267.5% | +322.8% |
| All | +951.3% | +1,313.6% | -362.4% | +322.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling