+270.9%
APH vs XPO
+133.2%
+137.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -4.0% | -2.3% |
| 7D | +4.9% | +9.0% | -4.1% | +2.8% |
| 30D | -5.4% | +4.2% | -9.6% | -6.3% |
| 3M | -5.5% | -8.7% | +3.2% | -3.6% |
| 6M | +25.9% | -2.8% | +28.7% | +26.3% |
| YTD | +16.4% | +41.9% | -25.5% | +6.6% |
| 1Y | +16.5% | +42.3% | -25.8% | +6.3% |
| 3Y | +270.9% | +127.3% | +143.6% | +200.1% |
| All | +270.9% | +133.2% | +137.6% | +200.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling