+1,210.8%
URI vs APA
+4.1%
+1,206.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.6% | +3.0% |
| 7D | +2.4% | +5.1% | -2.7% | +0.9% |
| 30D | +8.9% | +0.3% | +8.6% | +8.5% |
| 3M | +0.8% | +15.6% | -14.8% | -4.5% |
| 6M | +23.1% | +28.9% | -5.8% | +11.3% |
| YTD | +43.1% | +96.6% | -53.5% | +10.4% |
| 1Y | +35.7% | +95.5% | -59.8% | +4.5% |
| 3Y | +158.2% | +41.8% | +116.4% | +110.8% |
| 5Y | +212.6% | +85.4% | +127.2% | +120.7% |
| 10Y | +1,210.8% | +4.5% | +1,206.2% | +781.1% |
| All | +1,210.8% | +4.1% | +1,206.6% | +781.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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