+36.0%
UPS vs APO
+936.6%
-900.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.4% |
| 7D | -3.4% | -4.9% | +1.5% | -2.1% |
| 30D | -2.7% | -8.4% | +5.7% | -0.5% |
| 3M | -1.6% | -2.1% | +0.4% | -1.5% |
| 6M | +2.3% | +19.2% | -16.9% | -3.3% |
| YTD | +5.6% | -10.5% | +16.1% | +7.5% |
| 1Y | +27.1% | -2.7% | +29.8% | +25.7% |
| 3Y | -26.3% | +52.5% | -78.8% | -38.1% |
| 5Y | -34.5% | +132.1% | -166.5% | -52.6% |
| All | +36.0% | +936.6% | -900.6% | -34.0% |
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