+1,659.1%
APO vs UDR
+169.6%
+1,489.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.3% |
| 7D | +5.8% | -0.4% | +6.1% | +6.0% |
| 30D | +8.9% | +7.8% | +1.1% | +4.6% |
| 3M | -13.6% | -2.8% | -10.9% | -12.2% |
| 6M | -5.4% | -1.4% | -3.9% | -5.2% |
| YTD | -13.6% | +3.4% | -17.0% | -16.1% |
| 1Y | -2.5% | +9.9% | -12.4% | -8.5% |
| 3Y | +50.9% | +28.5% | +22.4% | +28.7% |
| 5Y | +81.4% | -20.5% | +101.9% | +100.5% |
| 10Y | +843.9% | +54.2% | +789.7% | +638.6% |
| All | +1,659.1% | +169.6% | +1,489.5% | +938.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling