+50.9%
APO vs UEC
+18.1%
+32.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.0% |
| 7D | +5.8% | -3.8% | +9.5% | +6.2% |
| 30D | +8.9% | -13.5% | +22.4% | +10.5% |
| 3M | -13.6% | -40.5% | +26.8% | -8.4% |
| 6M | -5.4% | -56.7% | +51.3% | +3.6% |
| YTD | -13.6% | -43.0% | +29.3% | -11.0% |
| 1Y | -2.5% | -42.5% | +40.1% | -0.3% |
| 3Y | +50.9% | +11.6% | +39.3% | +29.4% |
| All | +50.9% | +18.1% | +32.8% | +29.4% |
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