-4.4%
APO vs UAL
+22.8%
-27.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +8.0% | +0.1% | +5.9% |
| 7D | +8.2% | +11.9% | -3.7% | +5.1% |
| 30D | +6.4% | +5.2% | +1.2% | +4.8% |
| 3M | -7.4% | -12.7% | +5.3% | -4.8% |
| 6M | -4.2% | +28.5% | -32.7% | -12.1% |
| YTD | -14.1% | +3.5% | -17.7% | -14.4% |
| 1Y | -4.4% | +27.5% | -31.9% | -12.4% |
| All | -4.4% | +22.8% | -27.2% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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