-4.4%
APO vs UUUU
-55.1%
+50.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.8% | +8.9% | +8.2% |
| 7D | +8.2% | -14.4% | +22.6% | +9.3% |
| 30D | +6.4% | -33.6% | +40.1% | +9.2% |
| 3M | -7.4% | -44.2% | +36.7% | -4.0% |
| 6M | -4.2% | -66.8% | +62.6% | +1.2% |
| YTD | -14.1% | -50.6% | +36.5% | -12.5% |
| 1Y | -4.4% | -57.8% | +53.4% | -1.6% |
| All | -4.4% | -55.1% | +50.7% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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