+1,659.1%
APO vs UL
+229.8%
+1,429.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.3% |
| 7D | +5.8% | +1.1% | +4.6% | +5.3% |
| 30D | +8.9% | +4.5% | +4.4% | +7.1% |
| 3M | -13.6% | +6.5% | -20.1% | -15.7% |
| 6M | -5.4% | +18.2% | -23.5% | -11.6% |
| YTD | -13.6% | +4.7% | -18.3% | -16.1% |
| 1Y | -2.5% | +0.8% | -3.3% | -4.0% |
| 3Y | +50.9% | +35.9% | +15.0% | +27.8% |
| 5Y | +81.4% | +33.4% | +48.0% | +51.7% |
| 10Y | +843.9% | +106.9% | +737.0% | +533.7% |
| All | +1,659.1% | +229.8% | +1,429.3% | +804.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling