+957.6%
APO vs UAL
+115.8%
+841.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -1.4% |
| 7D | -1.0% | +0.7% | -1.7% | -1.3% |
| 30D | +3.5% | -16.1% | +19.6% | +9.2% |
| 3M | +4.5% | +6.1% | -1.6% | +1.7% |
| 6M | +22.8% | +10.8% | +11.9% | +16.4% |
| YTD | -6.5% | -0.4% | -6.1% | -8.5% |
| 1Y | +0.8% | +5.0% | -4.2% | -3.5% |
| 3Y | +62.0% | +124.0% | -62.1% | +17.2% |
| 5Y | +138.2% | +141.0% | -2.7% | +62.2% |
| All | +957.6% | +115.8% | +841.8% | +596.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling