+9,805.5%
APH vs XPO
+9,445.4%
+360.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.9% | +4.1% |
| 7D | -5.9% | -6.7% | +0.7% | -5.1% |
| 30D | -14.8% | -1.9% | -12.9% | -14.6% |
| 3M | -12.4% | -9.9% | -2.5% | -11.3% |
| 6M | +8.1% | -16.4% | +24.4% | +10.3% |
| YTD | +10.9% | +30.2% | -19.3% | +6.9% |
| 1Y | +8.8% | +29.9% | -21.1% | +4.7% |
| 3Y | +262.1% | +122.6% | +139.4% | +222.0% |
| 5Y | +283.1% | +278.9% | +4.2% | +214.8% |
| 10Y | +908.1% | +1,375.3% | -467.2% | +635.5% |
| All | +9,805.5% | +9,445.4% | +360.1% | +6,691.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling