+80.8%
APO vs EXPD
+62.8%
+18.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.7% | -1.3% |
| 7D | +0.2% | -1.6% | +1.7% | +1.0% |
| 30D | +3.1% | +0.6% | +2.5% | +2.5% |
| 3M | -12.0% | +9.8% | -21.8% | -16.6% |
| 6M | -5.0% | +25.8% | -30.7% | -16.5% |
| YTD | -14.0% | +31.3% | -45.3% | -27.4% |
| 1Y | -5.9% | +40.9% | -46.9% | -24.0% |
| 3Y | +51.6% | +74.7% | -23.2% | +4.6% |
| 5Y | +80.8% | +62.9% | +17.9% | +20.6% |
| All | +80.8% | +62.8% | +18.0% | +20.6% |
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