+5,006.3%
APH vs XPO
+10,316.6%
-5,310.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.5% | -47.3% | -47.7% |
| 7D | -48.7% | +0.8% | -49.5% | -48.7% |
| 30D | -51.9% | -3.5% | -48.4% | -51.7% |
| 3M | -43.6% | -11.9% | -31.6% | -42.7% |
| 6M | -37.5% | -10.0% | -27.6% | -36.8% |
| YTD | -38.6% | +42.1% | -80.7% | -41.4% |
| 1Y | -26.3% | +47.6% | -73.9% | -30.3% |
| 3Y | +89.2% | +153.6% | -64.4% | +65.6% |
| 5Y | +119.8% | +266.5% | -146.7% | +80.9% |
| 10Y | +454.3% | +1,460.4% | -1,006.2% | +301.0% |
| All | +5,006.3% | +10,316.6% | -5,310.3% | +3,367.8% |
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