+1,563.3%
APO vs URI
+3,263.5%
-1,700.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.9% |
| 7D | +0.8% | -9.8% | +10.6% | +4.6% |
| 30D | +1.0% | +1.7% | -0.7% | +0.1% |
| 3M | -8.4% | -9.1% | +0.7% | -5.6% |
| 6M | -9.1% | +9.9% | -19.0% | -13.5% |
| YTD | -18.3% | +31.2% | -49.6% | -29.4% |
| 1Y | -8.0% | +25.9% | -33.9% | -19.2% |
| 3Y | +47.1% | +147.4% | -100.3% | -1.6% |
| 5Y | +67.2% | +179.7% | -112.6% | +5.3% |
| 10Y | +871.8% | +1,419.5% | -547.7% | +228.6% |
| All | +1,563.3% | +3,263.5% | -1,700.1% | +306.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling