+27.0%
UNH vs APO
-5.6%
+32.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.1% | -6.9% | +0.5% |
| 7D | +0.6% | +8.2% | -7.6% | -0.2% |
| 30D | +8.1% | +6.4% | +1.7% | +7.4% |
| 3M | +1.1% | -7.4% | +8.5% | +1.6% |
| 6M | +11.7% | -4.2% | +15.9% | +11.8% |
| YTD | +26.5% | -14.1% | +40.6% | +29.8% |
| 1Y | +27.0% | -4.4% | +31.4% | +25.8% |
| All | +27.0% | -5.6% | +32.7% | +25.8% |
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