+80.8%
APO vs UL
+31.1%
+49.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | +0.2% | -1.7% | +1.9% | +0.5% |
| 30D | +3.1% | +4.5% | -1.4% | +2.4% |
| 3M | -12.0% | +5.5% | -17.5% | -12.8% |
| 6M | -5.0% | +17.0% | -22.0% | -7.7% |
| YTD | -14.0% | +3.2% | -17.2% | -15.1% |
| 1Y | -5.9% | -1.9% | -4.1% | -6.3% |
| 3Y | +51.6% | +33.6% | +18.0% | +36.6% |
| 5Y | +80.8% | +31.5% | +49.3% | +57.3% |
| All | +80.8% | +31.1% | +49.6% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 5y: compounded portfolio wealth divided by compounded UL 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…
5y analysis · Full analysis span regression · 6 months rolling