+31.8%
USB vs APO
-11.5%
+43.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | 0.0% | +0.8% | -0.8% | -0.3% |
| 30D | +5.8% | +1.0% | +4.8% | +5.4% |
| 3M | -6.0% | -8.4% | +2.4% | -4.0% |
| 6M | +7.8% | -9.1% | +16.9% | +9.8% |
| YTD | +14.6% | -18.3% | +32.9% | +22.8% |
| 1Y | +31.8% | -8.0% | +39.8% | +32.5% |
| All | +31.8% | -11.5% | +43.3% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling