+48.3%
APO vs UDR
+26.2%
+22.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.7% |
| 7D | +3.5% | -2.4% | +5.9% | +4.8% |
| 30D | +4.4% | +6.7% | -2.3% | +1.3% |
| 3M | -12.1% | -1.8% | -10.3% | -11.3% |
| 6M | -7.2% | -1.8% | -5.5% | -7.2% |
| YTD | -15.1% | +2.5% | -17.6% | -17.2% |
| 1Y | -7.7% | +7.9% | -15.6% | -12.7% |
| All | +48.3% | +26.2% | +22.0% | +41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling