+59.8%
UBER vs APH
+289.4%
-229.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.6% |
| 7D | +1.6% | +4.9% | -3.3% | -0.5% |
| 30D | +0.6% | -5.4% | +6.0% | +1.9% |
| 3M | -8.2% | -5.5% | -2.7% | -7.8% |
| 6M | -6.7% | +25.9% | -32.6% | -21.6% |
| YTD | -14.7% | +16.4% | -31.1% | -28.7% |
| 1Y | -24.1% | +16.5% | -40.6% | -36.9% |
| 3Y | +33.4% | +270.9% | -237.4% | -62.5% |
| All | +59.8% | +289.4% | -229.6% | -58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling