+765.1%
UNP vs APO
+1,604.8%
-839.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -2.1% | +0.2% | -2.2% | -2.1% |
| 30D | +7.3% | +3.1% | +4.2% | +6.2% |
| 3M | +3.6% | -12.0% | +15.6% | +7.1% |
| 6M | +15.8% | -5.0% | +20.8% | +16.5% |
| YTD | +32.6% | -14.0% | +46.6% | +36.0% |
| 1Y | +37.2% | -5.9% | +43.2% | +36.8% |
| 3Y | +52.6% | +51.6% | +1.0% | +26.6% |
| 5Y | +40.6% | +80.8% | -40.2% | +6.2% |
| 10Y | +288.4% | +839.9% | -551.5% | +64.6% |
| All | +765.1% | +1,604.8% | -839.7% | +186.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling