+1,804.4%
APO vs UTHR
+643.5%
+1,160.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.0% | -5.4% | +4.4% | +0.1% |
| 30D | +3.5% | -6.0% | +9.5% | +4.7% |
| 3M | +4.5% | -11.0% | +15.5% | +6.9% |
| 6M | +22.8% | -0.5% | +23.3% | +22.0% |
| YTD | -6.5% | +0.1% | -6.6% | -7.5% |
| 1Y | +0.8% | +28.2% | -27.3% | -6.0% |
| 3Y | +62.0% | +113.8% | -51.9% | +29.4% |
| 5Y | +138.2% | +131.3% | +6.9% | +83.5% |
| 10Y | +940.3% | +296.7% | +643.5% | +562.0% |
| All | +1,804.4% | +643.5% | +1,160.9% | +868.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling