+57.1%
APO vs UEC
+156.3%
-99.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.4% | -1.8% |
| 7D | +0.1% | +2.6% | -2.5% | -0.3% |
| 30D | +3.9% | +5.6% | -1.7% | +2.9% |
| 3M | +3.8% | -5.7% | +9.5% | +3.5% |
| 6M | +22.3% | -8.0% | +30.3% | +20.9% |
| YTD | -7.8% | +1.8% | -9.6% | -11.3% |
| 1Y | -0.3% | +0.6% | -0.9% | -5.9% |
| 3Y | +57.1% | +155.2% | -98.0% | +16.3% |
| All | +57.1% | +156.3% | -99.1% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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