+1,055.5%
APH vs XPO
+1,475.0%
-419.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | -0.3% |
| 7D | +5.0% | +2.4% | +2.5% | +4.2% |
| 30D | -3.9% | -3.5% | -0.3% | -3.0% |
| 3M | +13.0% | -11.9% | +24.9% | +16.5% |
| 6M | +25.2% | -10.0% | +35.1% | +27.8% |
| YTD | +22.9% | +42.1% | -19.1% | +10.3% |
| 1Y | +47.8% | +47.6% | +0.2% | +30.0% |
| 3Y | +283.0% | +153.6% | +129.4% | +176.2% |
| 5Y | +349.7% | +266.5% | +83.1% | +176.3% |
| All | +1,055.5% | +1,475.0% | -419.5% | +405.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling