+908.2%
APO vs UDR
+47.3%
+861.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.9% |
| 7D | -4.9% | -3.4% | -1.5% | -2.9% |
| 30D | -8.4% | -5.4% | -3.0% | -5.3% |
| 3M | -2.1% | -10.0% | +7.9% | +3.7% |
| 6M | +19.2% | -2.5% | +21.8% | +19.7% |
| YTD | -10.5% | -1.1% | -9.4% | -11.1% |
| 1Y | -2.7% | -3.9% | +1.2% | -1.7% |
| 3Y | +52.5% | +3.4% | +49.0% | +45.2% |
| 5Y | +132.1% | -18.9% | +151.0% | +155.3% |
| All | +908.2% | +47.3% | +861.0% | +793.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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