-0.9%
APO vs URA
+18.3%
-19.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.4% |
| 7D | -1.0% | +5.7% | -6.7% | -1.8% |
| 30D | -0.4% | +5.6% | -6.0% | -1.3% |
| 3M | -0.9% | +6.2% | -7.1% | -2.0% |
| 6M | +22.1% | -8.2% | +30.4% | +22.6% |
| YTD | -8.4% | +9.7% | -18.0% | -11.3% |
| 1Y | -0.9% | +17.0% | -17.9% | -6.2% |
| All | -0.9% | +18.3% | -19.3% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling