+25.3%
USB vs APO
+72.1%
-46.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.1% | -6.2% | -1.3% |
| 7D | +2.4% | +8.2% | -5.8% | -0.9% |
| 30D | +6.6% | +6.4% | +0.1% | +3.7% |
| 3M | -4.1% | -7.4% | +3.4% | -1.7% |
| 6M | +12.5% | -4.2% | +16.6% | +13.1% |
| YTD | +17.6% | -14.1% | +31.8% | +22.7% |
| 1Y | +36.5% | -4.4% | +40.9% | +35.9% |
| 3Y | +95.4% | +51.2% | +44.2% | +53.9% |
| All | +25.3% | +72.1% | -46.8% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling