+5.9%
UNH vs APO
+133.6%
-127.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.9% |
| 7D | -1.7% | -1.0% | -0.7% | -1.5% |
| 30D | -3.8% | -0.4% | -3.5% | -3.9% |
| 3M | -4.3% | -0.9% | -3.4% | -4.4% |
| 6M | +38.6% | +22.1% | +16.5% | +34.7% |
| YTD | +20.7% | -8.4% | +29.1% | +21.3% |
| 1Y | +16.0% | -0.9% | +16.9% | +15.2% |
| 3Y | -13.5% | +56.1% | -69.6% | -21.3% |
| All | +5.9% | +133.6% | -127.7% | -15.9% |
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