+729.4%
UNP vs APO
+1,753.5%
-1,024.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -5.3% | -1.0% | -4.3% | -5.1% |
| 30D | -1.5% | +3.5% | -5.0% | -2.7% |
| 3M | +10.3% | +4.5% | +5.7% | +8.2% |
| 6M | +9.7% | +22.8% | -13.1% | +2.0% |
| YTD | +27.1% | -6.5% | +33.6% | +27.7% |
| 1Y | +32.6% | +0.8% | +31.7% | +29.4% |
| 3Y | +40.0% | +62.0% | -22.0% | +13.8% |
| 5Y | +50.8% | +138.2% | -87.4% | +4.4% |
| 10Y | +278.6% | +940.3% | -661.6% | +56.1% |
| All | +729.4% | +1,753.5% | -1,024.1% | +168.7% |
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 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