+279.5%
UNP vs APO
+936.6%
-657.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.1% |
| 7D | -1.2% | -4.9% | +3.7% | +0.3% |
| 30D | -2.0% | -8.4% | +6.5% | +0.5% |
| 3M | +7.5% | -2.1% | +9.6% | +7.6% |
| 6M | +15.3% | +19.2% | -3.9% | +8.1% |
| YTD | +25.4% | -10.5% | +35.9% | +27.7% |
| 1Y | +35.6% | -2.7% | +38.3% | +33.7% |
| 3Y | +44.1% | +52.5% | -8.3% | +18.5% |
| 5Y | +54.0% | +132.1% | -78.1% | +5.2% |
| All | +279.5% | +936.6% | -657.1% | +54.1% |
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