+276.8%
USB vs APO
+1,602.2%
-1,325.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.1% | -6.2% | -1.1% |
| 7D | +2.4% | +8.2% | -5.8% | -0.8% |
| 30D | +6.6% | +6.4% | +0.1% | +3.9% |
| 3M | -4.1% | -7.4% | +3.4% | -1.8% |
| 6M | +12.5% | -4.2% | +16.6% | +13.1% |
| YTD | +17.6% | -14.1% | +31.8% | +22.2% |
| 1Y | +36.5% | -4.4% | +40.9% | +36.0% |
| 3Y | +95.4% | +51.2% | +44.2% | +58.9% |
| 5Y | +26.1% | +75.0% | -48.8% | -5.7% |
| 10Y | +101.3% | +921.9% | -820.6% | -16.8% |
| All | +276.8% | +1,602.2% | -1,325.4% | +24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling