+7,210.0%
URI vs APA
+347.1%
+6,862.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.2% |
| 7D | -9.8% | -15.5% | +5.7% | -4.4% |
| 30D | +1.7% | +2.4% | -0.6% | +0.5% |
| 3M | -9.1% | +22.8% | -31.8% | -16.5% |
| 6M | +9.9% | +17.9% | -8.1% | +1.0% |
| YTD | +31.2% | +87.7% | -56.5% | -0.3% |
| 1Y | +25.9% | +94.2% | -68.3% | -5.9% |
| 3Y | +147.4% | +27.2% | +120.2% | +104.5% |
| 5Y | +179.7% | +74.1% | +105.6% | +92.3% |
| 10Y | +1,419.5% | +2.6% | +1,416.9% | +821.9% |
| All | +7,210.0% | +347.1% | +6,862.9% | +2,936.8% |
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