+35.9%
URI vs APA
+95.1%
-59.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.6% | +4.2% |
| 7D | +2.6% | +5.1% | -2.5% | +2.7% |
| 30D | +9.1% | +0.3% | +8.8% | +9.0% |
| 3M | +1.0% | +15.6% | -14.7% | +1.4% |
| 6M | +23.3% | +28.9% | -5.6% | +24.5% |
| YTD | +43.3% | +96.6% | -53.2% | +30.9% |
| 1Y | +35.9% | +95.5% | -59.6% | +23.5% |
| All | +35.9% | +95.1% | -59.2% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling