+50.2%
APO vs UAL
+213.3%
-163.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.8% |
| 7D | +0.2% | +2.3% | -2.1% | -0.6% |
| 30D | +3.1% | +13.3% | -10.2% | -1.2% |
| 3M | -12.0% | -6.3% | -5.7% | -10.4% |
| 6M | -5.0% | +22.5% | -27.5% | -12.8% |
| YTD | -14.0% | +5.9% | -19.9% | -17.7% |
| 1Y | -5.9% | +24.7% | -30.6% | -15.5% |
| All | +50.2% | +213.3% | -163.1% | +5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling