+71.0%
UBER vs APA
+75.4%
-4.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.0% | -5.8% | -3.5% |
| 7D | -7.0% | +0.3% | -7.3% | -7.1% |
| 30D | -8.9% | +9.3% | -18.2% | -10.8% |
| 3M | +1.0% | +23.3% | -22.3% | -4.2% |
| 6M | -3.7% | +39.5% | -43.2% | -12.2% |
| YTD | -13.0% | +87.6% | -100.6% | -26.3% |
| 1Y | -25.5% | +114.2% | -139.8% | -39.3% |
| 3Y | +50.5% | +13.6% | +36.9% | +36.7% |
| 5Y | +76.2% | +175.6% | -99.4% | +23.2% |
| All | +71.0% | +75.4% | -4.4% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling