+70.0%
UBER vs APD
+84.8%
-14.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | +1.2% | -1.2% | +2.3% | +1.6% |
| 30D | -1.1% | +11.0% | -12.2% | -5.0% |
| 3M | -10.0% | +2.6% | -12.6% | -10.9% |
| 6M | -7.2% | +4.8% | -12.0% | -9.2% |
| YTD | -13.5% | +31.0% | -44.5% | -23.4% |
| 1Y | -24.5% | +23.4% | -47.9% | -31.7% |
| 3Y | +37.0% | +28.4% | +8.7% | +17.5% |
| 5Y | +63.3% | +15.2% | +48.1% | +43.1% |
| All | +70.0% | +84.8% | -14.8% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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