+240.3%
UMC vs APO
-2.1%
+242.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +2.3% |
| 7D | +9.0% | -3.5% | +12.5% | +9.3% |
| 30D | +17.2% | -6.6% | +23.8% | +17.8% |
| 3M | +11.4% | -3.3% | +14.7% | +11.2% |
| 6M | +137.5% | +22.6% | +114.9% | +139.3% |
| YTD | +193.1% | -9.8% | +202.9% | +184.2% |
| 1Y | +240.3% | -3.9% | +244.2% | +223.7% |
| All | +240.3% | -2.1% | +242.4% | +223.7% |
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