+38.9%
UNP vs APA
+101.2%
-62.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.7% |
| 7D | +2.1% | +9.6% | -7.5% | +2.0% |
| 30D | +7.7% | -0.2% | +8.0% | +7.6% |
| 3M | +4.0% | +19.8% | -15.8% | +3.6% |
| 6M | +15.7% | +30.1% | -14.4% | +14.8% |
| YTD | +33.5% | +100.4% | -66.9% | +22.3% |
| 1Y | +38.9% | +105.2% | -66.3% | +27.5% |
| All | +38.9% | +101.2% | -62.2% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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