+82.7%
APO vs UTHR
+196.1%
-113.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.6% | +0.3% |
| 7D | +8.1% | -2.1% | +10.2% | +8.4% |
| 30D | +3.4% | +7.2% | -3.7% | +2.5% |
| 3M | -6.6% | +11.1% | -17.8% | -8.1% |
| 6M | -7.1% | +4.2% | -11.3% | -7.8% |
| YTD | -14.1% | +20.8% | -34.9% | -17.1% |
| 1Y | -4.7% | +29.7% | -34.4% | -9.1% |
| 3Y | +51.3% | +164.1% | -112.8% | +20.7% |
| 5Y | +82.7% | +190.7% | -107.9% | +35.3% |
| All | +82.7% | +196.1% | -113.4% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling