+839.9%
APO vs EXPD
+337.7%
+502.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.7% | -1.5% |
| 7D | +0.2% | -1.6% | +1.7% | +1.1% |
| 30D | +3.1% | +0.6% | +2.5% | +2.4% |
| 3M | -12.0% | +9.8% | -21.8% | -17.2% |
| 6M | -5.0% | +25.8% | -30.7% | -18.0% |
| YTD | -14.0% | +31.3% | -45.3% | -29.1% |
| 1Y | -5.9% | +40.9% | -46.9% | -26.0% |
| 3Y | +51.6% | +74.7% | -23.2% | +1.0% |
| 5Y | +80.8% | +62.9% | +17.9% | +23.6% |
| 10Y | +839.9% | +334.3% | +505.6% | +251.7% |
| All | +839.9% | +337.7% | +502.2% | +251.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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