+186.4%
APO vs EXE
+187.5%
-1.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.2% |
| 7D | -1.0% | -2.7% | +1.7% | -0.2% |
| 30D | -0.4% | -0.4% | 0.0% | -0.3% |
| 3M | -0.9% | +9.5% | -10.4% | -3.6% |
| 6M | +22.1% | -9.3% | +31.5% | +24.8% |
| YTD | -8.4% | -10.9% | +2.5% | -6.5% |
| 1Y | -0.9% | +4.3% | -5.2% | -4.5% |
| 3Y | +56.1% | +18.8% | +37.3% | +43.9% |
| 5Y | +136.0% | +101.4% | +34.6% | +95.8% |
| All | +186.4% | +187.5% | -1.1% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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