+82.5%
UBER vs APA
+156.3%
-73.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -3.8% |
| 7D | -2.8% | -1.7% | -1.1% | -2.5% |
| 30D | -2.5% | +15.7% | -18.3% | -5.2% |
| 3M | +4.4% | +16.5% | -12.1% | +1.0% |
| 6M | -2.7% | +35.1% | -37.8% | -9.6% |
| YTD | -10.5% | +82.2% | -92.7% | -22.4% |
| 1Y | -22.5% | +102.5% | -125.0% | -34.7% |
| 3Y | +54.8% | +10.3% | +44.5% | +42.1% |
| 5Y | +82.5% | +166.1% | -83.6% | +39.2% |
| All | +82.5% | +156.3% | -73.8% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling