+82.2%
UBER vs APA
+67.3%
+15.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.4% |
| 7D | -3.9% | +0.5% | -4.4% | -4.0% |
| 30D | +11.1% | +23.4% | -12.3% | +6.0% |
| 3M | +4.9% | +12.7% | -7.8% | +1.6% |
| 6M | -1.2% | +39.4% | -40.6% | -9.9% |
| YTD | -7.3% | +79.0% | -86.2% | -20.6% |
| 1Y | -17.6% | +88.8% | -106.5% | -30.9% |
| 3Y | +61.1% | +6.4% | +54.7% | +48.5% |
| 5Y | +87.9% | +153.0% | -65.1% | +34.1% |
| All | +82.2% | +67.3% | +15.0% | +15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling