+946.8%
APO vs URI
+1,157.2%
-210.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | +0.1% | +2.5% | -2.4% | -1.1% |
| 30D | +3.9% | -12.5% | +16.4% | +10.3% |
| 3M | +3.8% | -6.2% | +10.0% | +5.9% |
| 6M | +22.3% | +25.9% | -3.6% | +5.7% |
| YTD | -7.8% | +26.2% | -34.0% | -21.3% |
| 1Y | -0.3% | +5.5% | -5.8% | -7.3% |
| 3Y | +57.1% | +125.0% | -67.8% | -1.3% |
| 5Y | +137.0% | +210.4% | -73.5% | +24.8% |
| 10Y | +946.8% | +1,157.2% | -210.4% | +201.8% |
| All | +946.8% | +1,157.2% | -210.4% | +201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling