+50.0%
UNP vs APO
+134.3%
-84.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -1.1% | +3.9% | -5.0% | -2.1% |
| 3M | +7.9% | +3.8% | +4.1% | +6.5% |
| 6M | +14.6% | +22.3% | -7.7% | +8.4% |
| YTD | +26.6% | -7.8% | +34.4% | +27.9% |
| 1Y | +35.6% | -0.3% | +35.9% | +33.7% |
| 3Y | +45.5% | +57.1% | -11.6% | +24.4% |
| 5Y | +50.0% | +137.0% | -87.0% | +9.7% |
| All | +50.0% | +134.3% | -84.3% | +9.7% |
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