-4.7%
APO vs UUUU
+9.0%
-13.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.3% | +4.0% | -1.9% |
| 7D | -4.9% | -5.0% | +0.1% | -4.6% |
| 30D | -8.4% | -7.8% | -0.7% | -8.0% |
| 3M | -2.1% | -0.4% | -1.6% | -2.2% |
| 6M | +19.2% | -32.9% | +52.1% | +20.7% |
| YTD | -10.5% | -6.3% | -4.3% | -12.2% |
| All | -4.7% | +9.0% | -13.6% | -4.4% |
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