+82.2%
UBER vs APH
+265.4%
-183.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -47.8% | +47.9% | +21.7% |
| 7D | -1.5% | -48.7% | +47.2% | +20.9% |
| 30D | +11.1% | -51.9% | +63.1% | +41.0% |
| 3M | +4.9% | -43.6% | +48.5% | +17.9% |
| 6M | -1.2% | -37.5% | +36.4% | +1.5% |
| YTD | -7.3% | -38.6% | +31.4% | -7.5% |
| 1Y | -17.6% | -26.3% | +8.7% | -29.8% |
| 3Y | +61.1% | +89.2% | -28.1% | -42.7% |
| 5Y | +87.9% | +119.8% | -31.9% | -41.6% |
| All | +82.2% | +265.4% | -183.1% | -66.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling