+115.0%
UMC vs APO
-5.6%
+120.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.1% | -10.2% | -2.6% |
| 7D | -14.7% | +8.2% | -22.9% | -15.1% |
| 30D | -32.9% | +6.4% | -39.3% | -33.1% |
| 3M | -22.2% | -7.4% | -14.7% | -21.5% |
| 6M | +25.9% | -4.2% | +30.1% | +26.3% |
| YTD | +107.9% | -14.1% | +122.1% | +94.9% |
| 1Y | +115.0% | -4.4% | +119.4% | +88.1% |
| All | +115.0% | -5.6% | +120.7% | +88.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling