+43.3%
UPS vs APO
+821.0%
-777.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.5% |
| 7D | -0.6% | +3.5% | -4.1% | -1.5% |
| 30D | +16.4% | +4.4% | +12.1% | +15.0% |
| 3M | +7.9% | -12.1% | +20.0% | +11.5% |
| 6M | +15.8% | -7.2% | +23.1% | +17.4% |
| YTD | +16.6% | -15.1% | +31.7% | +20.1% |
| 1Y | +22.3% | -7.7% | +30.0% | +23.0% |
| 3Y | -6.2% | +49.6% | -55.8% | -20.8% |
| 5Y | -34.4% | +78.3% | -112.7% | -49.0% |
| All | +43.3% | +821.0% | -777.7% | -28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling