+228.4%
UNH vs APO
+945.2%
-716.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | -4.5% | -3.5% | -1.0% | -3.8% |
| 30D | -6.5% | -6.6% | 0.0% | -5.2% |
| 3M | -6.0% | -3.3% | -2.7% | -5.8% |
| 6M | +33.7% | +22.6% | +11.1% | +26.4% |
| YTD | +16.4% | -9.8% | +26.2% | +17.8% |
| 1Y | +10.1% | -3.9% | +14.0% | +9.3% |
| 3Y | -16.3% | +52.5% | -68.8% | -29.6% |
| 5Y | +2.1% | +134.0% | -131.9% | -27.7% |
| All | +228.4% | +945.2% | -716.9% | +45.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling