+47.1%
APO vs URA
+36.0%
+11.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -1.6% |
| 7D | +0.8% | -4.1% | +4.9% | +1.9% |
| 30D | +1.0% | -19.0% | +20.0% | +6.7% |
| 3M | -8.4% | -25.1% | +16.7% | -1.5% |
| 6M | -9.1% | -44.5% | +35.4% | +5.6% |
| YTD | -18.3% | -24.3% | +6.0% | -16.0% |
| 1Y | -8.0% | -28.1% | +20.1% | -4.0% |
| 3Y | +47.1% | +40.7% | +6.4% | +15.1% |
| All | +47.1% | +36.0% | +11.1% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling