+143.7%
UMC vs APO
+133.6%
+10.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.2% |
| 7D | +13.6% | -1.0% | +14.6% | +13.9% |
| 30D | +20.8% | -0.4% | +21.1% | +20.5% |
| 3M | +16.1% | -0.9% | +17.0% | +15.8% |
| 6M | +137.3% | +22.1% | +115.2% | +119.7% |
| YTD | +193.8% | -8.4% | +202.1% | +197.1% |
| 1Y | +236.1% | -0.9% | +237.0% | +227.4% |
| 3Y | +267.1% | +56.1% | +211.0% | +168.2% |
| All | +143.7% | +133.6% | +10.1% | +30.7% |
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 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