+75.9%
UBER vs APO
+407.1%
-331.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -2.8% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | -2.5% | +3.9% | -6.4% | -4.4% |
| 3M | +4.4% | +3.8% | +0.6% | +1.5% |
| 6M | -2.7% | +22.3% | -24.9% | -13.1% |
| YTD | -10.5% | -7.8% | -2.7% | -9.5% |
| 1Y | -22.5% | -0.3% | -22.2% | -25.5% |
| 3Y | +54.8% | +57.1% | -2.3% | +10.6% |
| 5Y | +82.5% | +137.0% | -54.5% | +3.4% |
| All | +75.9% | +407.1% | -331.2% | -35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling