+895.2%
APO vs URI
+1,313.6%
-418.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.9% | -2.2% | +1.4% |
| 7D | +2.3% | -4.0% | +6.3% | +4.0% |
| 30D | +3.0% | +6.8% | -3.8% | -0.5% |
| 3M | -3.7% | -2.8% | -0.9% | -3.2% |
| 6M | -7.5% | +20.9% | -28.3% | -17.1% |
| YTD | -14.5% | +40.2% | -54.8% | -31.4% |
| 1Y | -6.2% | +34.1% | -40.2% | -23.0% |
| 3Y | +51.9% | +164.1% | -112.2% | -13.3% |
| 5Y | +76.5% | +199.3% | -122.9% | -8.1% |
| 10Y | +895.2% | +1,218.8% | -323.6% | +160.1% |
| All | +895.2% | +1,313.6% | -418.4% | +160.1% |
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