+137.9%
APO vs URI
+200.7%
-62.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.4% |
| 7D | -1.0% | -2.0% | +1.0% | 0.0% |
| 30D | +3.5% | -12.9% | +16.4% | +10.5% |
| 3M | +4.5% | -6.7% | +11.3% | +7.1% |
| 6M | +22.8% | +19.0% | +3.8% | +8.0% |
| YTD | -6.5% | +25.5% | -32.0% | -21.5% |
| 1Y | +0.8% | +5.5% | -4.7% | -6.5% |
| 3Y | +62.0% | +111.3% | -49.4% | -3.8% |
| All | +137.9% | +200.7% | -62.8% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling