+192.3%
APO vs EXE
+191.4%
+1.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.3% |
| 7D | -1.0% | -0.3% | -0.8% | -1.0% |
| 30D | +3.5% | +8.5% | -5.0% | +1.1% |
| 3M | +4.5% | +5.5% | -0.9% | +2.7% |
| 6M | +22.8% | -5.9% | +28.7% | +24.1% |
| YTD | -6.5% | -9.7% | +3.2% | -4.9% |
| 1Y | +0.8% | +3.6% | -2.7% | -2.5% |
| 3Y | +62.0% | +18.0% | +43.9% | +49.6% |
| 5Y | +138.2% | +109.4% | +28.8% | +95.8% |
| All | +192.3% | +191.4% | +1.0% | +119.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling