+857.2%
APO vs UAL
+94.5%
+762.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.5% | -1.1% |
| 7D | +0.8% | +8.2% | -7.4% | -1.6% |
| 30D | +1.0% | +2.3% | -1.3% | +0.2% |
| 3M | -8.4% | -12.7% | +4.3% | -4.7% |
| 6M | -9.1% | +12.7% | -21.8% | -13.7% |
| YTD | -18.3% | +0.8% | -19.2% | -20.5% |
| 1Y | -8.0% | +17.8% | -25.8% | -15.0% |
| 3Y | +47.1% | +206.7% | -159.6% | -3.3% |
| 5Y | +67.2% | +113.9% | -46.7% | +17.9% |
| All | +857.2% | +94.5% | +762.7% | +569.6% |
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