+37.2%
UNP vs APO
-4.6%
+41.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -2.1% | +0.2% | -2.2% | -2.1% |
| 30D | +7.3% | +3.1% | +4.2% | +6.8% |
| 3M | +3.6% | -12.0% | +15.6% | +4.4% |
| 6M | +15.8% | -5.0% | +20.8% | +15.9% |
| YTD | +32.6% | -14.0% | +46.6% | +38.8% |
| 1Y | +37.2% | -5.9% | +43.2% | +41.3% |
| All | +37.2% | -4.6% | +41.8% | +41.3% |
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