+1,804.4%
APO vs UEC
+195.9%
+1,608.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -1.0% | -6.9% | +5.9% | -0.1% |
| 30D | +3.5% | +7.6% | -4.2% | +2.2% |
| 3M | +4.5% | -18.4% | +22.9% | +6.2% |
| 6M | +22.8% | -23.3% | +46.1% | +24.5% |
| YTD | -6.5% | -1.2% | -5.3% | -9.1% |
| 1Y | +0.8% | +2.3% | -1.5% | -3.7% |
| 3Y | +62.0% | +162.3% | -100.3% | +30.7% |
| 5Y | +138.2% | +287.2% | -149.0% | +71.9% |
| 10Y | +940.3% | +1,009.6% | -69.3% | +463.3% |
| All | +1,804.4% | +195.9% | +1,608.5% | +932.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling