-25.9%
UPS vs APO
+55.4%
-81.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.5% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -2.3% | +3.9% | -6.2% | -3.1% |
| 3M | -5.2% | +3.8% | -9.0% | -6.1% |
| 6M | +1.4% | +22.3% | -20.9% | -3.1% |
| YTD | +6.1% | -7.8% | +13.9% | +7.2% |
| 1Y | +27.0% | -0.3% | +27.3% | +25.8% |
| All | -25.9% | +55.4% | -81.2% | -30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling