+853.3%
APO vs EXPD
+335.0%
+518.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.2% | +2.0% |
| 7D | +5.8% | +5.5% | +0.2% | +2.5% |
| 30D | +8.9% | -0.8% | +9.7% | +9.1% |
| 3M | -13.6% | +4.1% | -17.8% | -16.1% |
| 6M | -5.4% | +25.7% | -31.1% | -18.3% |
| YTD | -13.6% | +31.4% | -45.0% | -28.8% |
| 1Y | -2.5% | +42.2% | -44.7% | -23.8% |
| 3Y | +50.9% | +77.2% | -26.3% | -0.5% |
| 5Y | +81.4% | +61.0% | +20.4% | +25.0% |
| All | +853.3% | +335.0% | +518.3% | +252.3% |
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