+82.7%
APO vs EXEL
+283.4%
-200.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.7% |
| 7D | +8.1% | -2.4% | +10.5% | +8.6% |
| 30D | +3.4% | +17.9% | -14.5% | +0.3% |
| 3M | -6.6% | +33.3% | -39.9% | -11.7% |
| 6M | -7.1% | +46.6% | -53.6% | -14.2% |
| YTD | -14.1% | +61.0% | -75.2% | -22.8% |
| 1Y | -4.7% | +70.4% | -75.1% | -15.5% |
| 3Y | +51.3% | +236.1% | -184.8% | +8.2% |
| 5Y | +82.7% | +284.8% | -202.1% | +23.4% |
| All | +82.7% | +283.4% | -200.6% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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