+67.6%
UBER vs APO
+375.0%
-307.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | 0.0% |
| 7D | +1.6% | +5.8% | -4.2% | -1.0% |
| 30D | +0.6% | +8.9% | -8.3% | -3.5% |
| 3M | -8.2% | -13.6% | +5.5% | -2.2% |
| 6M | -6.7% | -5.4% | -1.3% | -5.8% |
| YTD | -14.7% | -13.6% | -1.1% | -11.4% |
| 1Y | -24.1% | -2.5% | -21.6% | -26.0% |
| 3Y | +33.4% | +50.9% | -17.5% | -3.1% |
| 5Y | +54.5% | +81.4% | -26.9% | -1.6% |
| All | +67.6% | +375.0% | -307.4% | -37.0% |
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