+49.5%
UBER vs APH
+280.5%
-231.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.1% | -4.4% | -2.0% |
| 7D | +5.1% | -5.9% | +11.1% | +7.2% |
| 30D | +0.2% | -14.8% | +15.0% | +6.3% |
| 3M | -2.7% | -12.4% | +9.8% | +1.1% |
| 6M | -13.4% | +8.1% | -21.4% | -21.3% |
| YTD | -16.1% | +10.9% | -27.0% | -28.3% |
| 1Y | -25.5% | +8.8% | -34.3% | -36.0% |
| 3Y | +42.5% | +262.1% | -219.6% | -60.0% |
| All | +49.5% | +280.5% | -231.1% | -62.4% |
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