+771.1%
UNP vs APO
+1,582.7%
-811.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.1% |
| 7D | +2.1% | +3.5% | -1.4% | +1.1% |
| 30D | +7.7% | +4.4% | +3.4% | +6.2% |
| 3M | +4.0% | -12.1% | +16.1% | +7.6% |
| 6M | +15.7% | -7.2% | +22.9% | +17.2% |
| YTD | +33.5% | -15.1% | +48.6% | +37.5% |
| 1Y | +38.9% | -7.7% | +46.6% | +39.3% |
| 3Y | +53.7% | +49.6% | +4.1% | +27.9% |
| 5Y | +40.4% | +78.3% | -37.8% | +6.6% |
| 10Y | +291.1% | +827.7% | -536.6% | +66.3% |
| All | +771.1% | +1,582.7% | -811.5% | +189.4% |
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