+66.3%
UBER vs APH
+628.1%
-561.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.4% |
| 7D | +0.5% | +11.1% | -10.6% | -5.4% |
| 30D | -3.1% | -7.3% | +4.2% | -0.4% |
| 3M | -8.3% | -6.2% | -2.1% | -7.5% |
| 6M | -9.5% | +24.9% | -34.4% | -26.4% |
| YTD | -15.4% | +18.4% | -33.8% | -32.6% |
| 1Y | -26.1% | +13.0% | -39.1% | -39.5% |
| 3Y | +34.0% | +276.4% | -242.4% | -63.0% |
| 5Y | +53.2% | +296.4% | -243.2% | -59.7% |
| All | +66.3% | +628.1% | -561.8% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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