+51.3%
APO vs EXPD
+71.7%
-20.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +8.1% | -7.4% | +15.5% | +11.3% |
| 30D | +3.4% | -2.1% | +5.5% | +4.1% |
| 3M | -6.6% | +5.7% | -12.3% | -9.1% |
| 6M | -7.1% | +21.4% | -28.4% | -14.9% |
| YTD | -14.1% | +27.6% | -41.8% | -24.1% |
| 1Y | -4.7% | +36.1% | -40.8% | -18.6% |
| 3Y | +51.3% | +69.9% | -18.6% | +16.0% |
| All | +51.3% | +71.7% | -20.4% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling