+7,128.3%
URI vs APA
+335.6%
+6,792.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.3% | -4.8% | -6.3% |
| 7D | -12.9% | -15.6% | +2.7% | -7.7% |
| 30D | -3.4% | -0.9% | -2.5% | -3.5% |
| 3M | -10.0% | +26.1% | -36.1% | -18.2% |
| 6M | +12.2% | +6.1% | +6.1% | +6.8% |
| YTD | +29.8% | +82.8% | -53.1% | -0.5% |
| 1Y | +24.6% | +106.5% | -81.9% | -9.2% |
| 3Y | +137.6% | +21.9% | +115.7% | +99.5% |
| 5Y | +176.6% | +69.7% | +107.0% | +92.0% |
| 10Y | +1,402.6% | 0.0% | +1,402.6% | +820.1% |
| All | +7,128.3% | +335.6% | +6,792.8% | +2,930.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling