+130.4%
UPS vs APO
+1,716.2%
-1,585.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -1.1% |
| 7D | -3.7% | -1.0% | -2.7% | -3.4% |
| 30D | -3.7% | -0.4% | -3.4% | -3.8% |
| 3M | -6.6% | -0.9% | -5.7% | -6.7% |
| 6M | +2.6% | +22.1% | -19.6% | -3.1% |
| YTD | +4.8% | -8.4% | +13.2% | +5.9% |
| 1Y | +25.3% | -0.9% | +26.2% | +23.6% |
| 3Y | -26.9% | +56.1% | -83.0% | -37.4% |
| 5Y | -33.5% | +136.0% | -169.5% | -49.8% |
| 10Y | +36.1% | +949.3% | -913.2% | -28.1% |
| All | +130.4% | +1,716.2% | -1,585.8% | +2.3% |
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