+82.5%
UBER vs APD
+26.2%
+56.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.1% |
| 7D | -2.8% | -2.5% | -0.3% | -2.1% |
| 30D | -2.5% | -1.9% | -0.6% | -1.9% |
| 3M | +4.4% | +8.2% | -3.9% | +1.7% |
| 6M | -2.7% | +10.7% | -13.4% | -6.3% |
| YTD | -10.5% | +22.9% | -33.4% | -17.4% |
| 1Y | -22.5% | +5.8% | -28.3% | -24.7% |
| 3Y | +54.8% | +7.8% | +47.0% | +46.7% |
| 5Y | +82.5% | +26.1% | +56.4% | +49.4% |
| All | +82.5% | +26.2% | +56.3% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling