+13.0%
APH vs XPO
+33.1%
-20.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +6.3% | +1.9% | +6.6% |
| 7D | +1.1% | -1.9% | +3.0% | +1.5% |
| 30D | -7.5% | +2.5% | -10.0% | -8.1% |
| 3M | -4.4% | -7.2% | +2.7% | -2.9% |
| 6M | +26.5% | -8.1% | +34.5% | +28.4% |
| YTD | +20.0% | +38.3% | -18.3% | +15.1% |
| All | +13.0% | +33.1% | -20.1% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling