+71.2%
UBER vs APH
+638.1%
-566.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.2% | -4.4% | -0.8% |
| 7D | +6.7% | +1.1% | +5.6% | +5.0% |
| 30D | -0.5% | -7.5% | +7.0% | +2.5% |
| 3M | -5.1% | -4.4% | -0.7% | -5.4% |
| 6M | -5.7% | +26.5% | -32.1% | -23.9% |
| YTD | -12.9% | +20.0% | -32.9% | -31.1% |
| 1Y | -22.6% | +16.9% | -39.5% | -38.1% |
| 3Y | +42.2% | +288.5% | -246.3% | -61.6% |
| 5Y | +56.4% | +310.3% | -253.9% | -59.8% |
| All | +71.2% | +638.1% | -566.9% | -76.0% |
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