+76.2%
UBER vs APO
+136.0%
-59.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.5% |
| 7D | -7.0% | -1.0% | -6.0% | -6.6% |
| 30D | -8.9% | -0.4% | -8.5% | -9.0% |
| 3M | +1.0% | -0.9% | +1.9% | +0.4% |
| 6M | -3.7% | +22.1% | -25.9% | -14.8% |
| YTD | -13.0% | -8.4% | -4.6% | -11.5% |
| 1Y | -25.5% | -0.9% | -24.6% | -28.4% |
| 3Y | +50.5% | +56.1% | -5.7% | -2.6% |
| 5Y | +76.2% | +136.0% | -59.9% | -15.8% |
| All | +76.2% | +136.0% | -59.9% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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