+10,876.1%
APH vs XPO
+10,316.6%
+559.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | +0.3% |
| 7D | +5.0% | +2.4% | +2.5% | +4.6% |
| 30D | -3.9% | -3.5% | -0.3% | -3.5% |
| 3M | +13.0% | -11.9% | +24.9% | +14.6% |
| 6M | +25.2% | -10.0% | +35.1% | +26.5% |
| YTD | +22.9% | +42.1% | -19.1% | +17.2% |
| 1Y | +47.8% | +47.6% | +0.2% | +39.8% |
| 3Y | +283.0% | +153.6% | +129.4% | +234.8% |
| 5Y | +349.7% | +266.5% | +83.1% | +269.6% |
| 10Y | +1,061.2% | +1,460.4% | -399.2% | +739.2% |
| All | +10,876.1% | +10,316.6% | +559.6% | +7,346.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded XPO 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling