+1,804.4%
APO vs EXPD
+368.3%
+1,436.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.0% |
| 3M | +4.5% | +17.9% | -13.4% | -5.2% |
| 6M | +22.8% | +29.2% | -6.4% | +5.0% |
| YTD | -6.5% | +27.4% | -33.9% | -20.3% |
| 1Y | +0.8% | +56.8% | -56.0% | -24.4% |
| 3Y | +62.0% | +68.0% | -6.1% | +14.4% |
| 5Y | +138.2% | +61.9% | +76.4% | +69.0% |
| 10Y | +940.3% | +316.0% | +624.3% | +327.9% |
| All | +1,804.4% | +368.3% | +1,436.1% | +631.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling