+137.9%
APO vs EXPD
+61.6%
+76.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.1% |
| 7D | -1.0% | -1.1% | +0.1% | -0.4% |
| 30D | +3.5% | +4.1% | -0.6% | +1.2% |
| 3M | +4.5% | +17.9% | -13.4% | -4.5% |
| 6M | +22.8% | +29.2% | -6.4% | +6.2% |
| YTD | -6.5% | +27.4% | -33.9% | -19.5% |
| 1Y | +0.8% | +56.8% | -56.0% | -23.6% |
| 3Y | +62.0% | +68.0% | -6.1% | +14.7% |
| All | +137.9% | +61.6% | +76.4% | +63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling