+1,041.3%
APH vs XPO
+1,450.2%
-408.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -0.8% |
| 7D | +0.2% | +2.7% | -2.5% | -0.5% |
| 30D | -3.3% | -6.2% | +2.8% | -1.7% |
| 3M | +14.0% | -15.4% | +29.4% | +18.9% |
| 6M | +24.4% | +0.7% | +23.7% | +23.5% |
| YTD | +21.4% | +39.8% | -18.4% | +9.4% |
| 1Y | +48.9% | +43.3% | +5.6% | +32.0% |
| 3Y | +290.1% | +166.0% | +124.1% | +177.5% |
| 5Y | +352.8% | +274.2% | +78.7% | +176.7% |
| 10Y | +1,041.3% | +1,429.0% | -387.8% | +401.3% |
| All | +1,041.3% | +1,450.2% | -408.9% | +401.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling