-2.5%
APO vs UTHR
+29.3%
-31.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | +5.8% | +5.2% | +0.6% | +5.5% |
| 30D | +8.9% | +9.5% | -0.6% | +8.9% |
| 3M | -13.6% | +17.9% | -31.6% | -13.5% |
| 6M | -5.4% | +2.0% | -7.4% | -4.0% |
| YTD | -13.6% | +21.3% | -35.0% | -14.3% |
| 1Y | -2.5% | +27.9% | -30.4% | -2.5% |
| All | -2.5% | +29.3% | -31.8% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling