+1,804.4%
APO vs URA
-21.1%
+1,825.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | -1.0% | +1.1% | -2.1% | -1.4% |
| 30D | +3.5% | +7.4% | -3.9% | +0.5% |
| 3M | +4.5% | -8.4% | +12.9% | +6.9% |
| 6M | +22.8% | -12.7% | +35.5% | +26.1% |
| YTD | -6.5% | +7.8% | -14.3% | -13.0% |
| 1Y | +0.8% | +19.5% | -18.6% | -11.7% |
| 3Y | +62.0% | +116.4% | -54.5% | +7.0% |
| 5Y | +138.2% | +134.3% | +4.0% | +44.8% |
| 10Y | +940.3% | +359.3% | +581.0% | +333.9% |
| All | +1,804.4% | -21.1% | +1,825.5% | +1,394.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling