+132.1%
APO vs UUUU
+111.0%
+21.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.3% | +4.0% | -1.4% |
| 7D | -4.9% | -5.0% | +0.1% | -4.2% |
| 30D | -8.4% | -7.8% | -0.7% | -7.5% |
| 3M | -2.1% | -0.4% | -1.6% | -2.7% |
| 6M | +19.2% | -32.9% | +52.1% | +24.1% |
| YTD | -10.5% | -6.3% | -4.3% | -14.3% |
| 1Y | -2.7% | +7.9% | -10.6% | -11.8% |
| 3Y | +52.5% | +85.2% | -32.7% | +14.1% |
| 5Y | +132.1% | +97.0% | +35.1% | +62.6% |
| All | +132.1% | +111.0% | +21.1% | +62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling