-24.5%
UBER vs APA
+95.1%
-119.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.6% | -2.7% | +1.1% |
| 7D | +1.2% | +5.1% | -3.9% | +1.4% |
| 30D | -1.1% | +0.3% | -1.4% | -1.3% |
| 3M | -10.0% | +15.6% | -25.7% | -9.9% |
| 6M | -7.2% | +28.9% | -36.1% | -6.8% |
| YTD | -13.5% | +96.6% | -110.1% | -19.6% |
| 1Y | -24.5% | +95.5% | -120.0% | -29.9% |
| All | -24.5% | +95.1% | -119.6% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling