+137.5%
APO vs EXE
+103.9%
+33.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.0% |
| 3M | +3.8% | +9.2% | -5.5% | +0.9% |
| 6M | +22.3% | -7.0% | +29.3% | +24.0% |
| YTD | -7.8% | -9.5% | +1.7% | -6.2% |
| 1Y | -0.3% | +6.2% | -6.6% | -4.5% |
| 3Y | +57.1% | +20.7% | +36.4% | +43.7% |
| All | +137.5% | +103.9% | +33.6% | +100.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling