+78.7%
APO vs UAL
+117.7%
-39.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.5% | +2.4% |
| 7D | +5.8% | -3.0% | +8.8% | +6.9% |
| 30D | +8.9% | +10.5% | -1.6% | +4.9% |
| 3M | -13.6% | -13.5% | -0.2% | -9.4% |
| 6M | -5.4% | +14.2% | -19.6% | -11.6% |
| YTD | -13.6% | -2.2% | -11.4% | -15.5% |
| 1Y | -2.5% | +12.5% | -15.0% | -9.9% |
| 3Y | +50.9% | +186.8% | -136.0% | -7.6% |
| All | +78.7% | +117.7% | -39.0% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling