+11,230.4%
APH vs URI
+7,134.6%
+4,095.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.7% | -45.1% | -47.1% |
| 7D | -48.7% | -2.7% | -46.0% | -48.0% |
| 30D | -51.9% | -12.9% | -39.0% | -49.8% |
| 3M | -43.6% | -6.7% | -36.8% | -42.2% |
| 6M | -37.5% | +19.0% | -56.5% | -40.4% |
| YTD | -38.6% | +25.5% | -64.2% | -42.7% |
| 1Y | -26.3% | +5.5% | -31.9% | -28.3% |
| 3Y | +89.2% | +111.3% | -22.1% | +52.0% |
| 5Y | +119.8% | +198.6% | -78.7% | +59.1% |
| 10Y | +454.3% | +1,179.9% | -725.7% | +163.4% |
| All | +11,230.4% | +7,134.6% | +4,095.8% | +2,511.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling