+1,777.9%
APO vs UUUU
-48.7%
+1,826.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.5% |
| 7D | +0.1% | +2.8% | -2.7% | -0.3% |
| 30D | +3.9% | +3.4% | +0.5% | +3.3% |
| 3M | +3.8% | -3.9% | +7.6% | +3.6% |
| 6M | +22.3% | -23.2% | +45.5% | +24.3% |
| YTD | -7.8% | +0.6% | -8.4% | -11.1% |
| 1Y | -0.3% | +22.9% | -23.2% | -8.3% |
| 3Y | +57.1% | +98.6% | -41.5% | +29.2% |
| 5Y | +137.0% | +130.2% | +6.7% | +83.6% |
| 10Y | +946.8% | +519.5% | +427.3% | +532.4% |
| All | +1,777.9% | -48.7% | +1,826.6% | +1,149.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling