+1,804.4%
APO vs UDR
+166.9%
+1,637.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | -2.0% | +1.0% | +0.1% |
| 30D | +3.5% | -5.2% | +8.7% | +6.4% |
| 3M | +4.5% | -5.8% | +10.3% | +7.4% |
| 6M | +22.8% | -1.7% | +24.5% | +22.7% |
| YTD | -6.5% | +2.4% | -8.9% | -8.7% |
| 1Y | +0.8% | -2.1% | +2.9% | +0.8% |
| 3Y | +62.0% | +4.2% | +57.7% | +54.7% |
| 5Y | +138.2% | -20.0% | +158.2% | +161.8% |
| 10Y | +940.3% | +44.6% | +895.6% | +733.4% |
| All | +1,804.4% | +166.9% | +1,637.5% | +1,029.7% |
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