+57.1%
APO vs EXE
+21.0%
+36.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +0.1% | -1.8% | +1.9% | +0.6% |
| 30D | +3.9% | +6.4% | -2.5% | +2.2% |
| 3M | +3.8% | +9.2% | -5.5% | +1.1% |
| 6M | +22.3% | -7.0% | +29.3% | +24.2% |
| YTD | -7.8% | -9.5% | +1.7% | -5.9% |
| 1Y | -0.3% | +6.2% | -6.6% | -5.9% |
| 3Y | +57.1% | +20.7% | +36.4% | +41.5% |
| All | +57.1% | +21.0% | +36.1% | +41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling