+65.0%
UBER vs APH
+582.1%
-517.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.1% | -4.4% | -2.5% |
| 7D | +5.1% | -5.9% | +11.1% | +7.8% |
| 30D | +0.2% | -14.8% | +15.0% | +8.0% |
| 3M | -2.7% | -12.4% | +9.8% | +2.0% |
| 6M | -13.4% | +8.1% | -21.4% | -23.1% |
| YTD | -16.1% | +10.9% | -27.0% | -30.6% |
| 1Y | -25.5% | +8.8% | -34.3% | -38.0% |
| 3Y | +42.5% | +262.1% | -219.6% | -60.1% |
| 5Y | +45.3% | +283.1% | -237.8% | -61.3% |
| All | +65.0% | +582.1% | -517.1% | -75.8% |
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