+207.3%
APO vs UPST
+7.9%
+199.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | -1.0% | -3.5% | +2.5% | -0.6% |
| 30D | +3.5% | -7.1% | +10.6% | +4.2% |
| 3M | +4.5% | -13.1% | +17.6% | +5.8% |
| 6M | +22.8% | -1.1% | +23.9% | +22.1% |
| YTD | -6.5% | -35.9% | +29.4% | -2.9% |
| 1Y | +0.8% | -57.4% | +58.2% | +8.7% |
| 3Y | +62.0% | -14.9% | +76.8% | +54.4% |
| 5Y | +138.2% | -88.7% | +226.9% | +125.9% |
| All | +207.3% | +7.9% | +199.4% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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