+932.4%
APO vs UTHR
+321.8%
+610.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.0% |
| 7D | -1.0% | +3.0% | -4.0% | -1.7% |
| 30D | -0.4% | -4.3% | +3.9% | +0.4% |
| 3M | -0.9% | -8.4% | +7.5% | +0.7% |
| 6M | +22.1% | -4.2% | +26.4% | +22.5% |
| YTD | -8.4% | +4.0% | -12.4% | -10.2% |
| 1Y | -0.9% | +25.5% | -26.5% | -7.5% |
| 3Y | +56.1% | +125.1% | -69.0% | +20.3% |
| 5Y | +136.0% | +140.3% | -4.3% | +74.5% |
| All | +932.4% | +321.8% | +610.7% | +503.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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