+845.7%
APO vs UAL
+99.5%
+746.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +8.1% | +12.5% | -4.4% | +4.2% |
| 30D | +3.4% | +12.2% | -8.7% | -0.3% |
| 3M | -6.6% | -2.6% | -4.1% | -6.1% |
| 6M | -7.1% | +21.1% | -28.1% | -13.8% |
| YTD | -14.1% | +7.8% | -22.0% | -18.2% |
| 1Y | -4.7% | +25.4% | -30.1% | -13.7% |
| 3Y | +51.3% | +217.3% | -166.0% | -1.6% |
| 5Y | +82.7% | +132.9% | -50.1% | +25.5% |
| 10Y | +845.7% | +101.1% | +744.6% | +525.8% |
| All | +845.7% | +99.5% | +746.2% | +525.8% |
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