+67.0%
APO vs URA
+33.4%
+33.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -1.9% |
| 7D | +0.8% | -4.1% | +4.9% | +2.1% |
| 30D | +1.0% | -19.0% | +20.0% | +8.2% |
| 3M | -8.4% | -25.1% | +16.7% | +0.2% |
| 6M | -9.1% | -44.5% | +35.4% | +9.3% |
| YTD | -18.3% | -24.3% | +6.0% | -14.9% |
| 1Y | -8.0% | -28.1% | +20.1% | -2.6% |
| 3Y | +47.1% | +40.7% | +6.4% | +8.8% |
| All | +67.0% | +33.4% | +33.6% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling