+845.7%
APO vs EXPE
+112.4%
+733.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.2% |
| 7D | +8.1% | -11.2% | +19.3% | +12.5% |
| 30D | +3.4% | -7.5% | +10.9% | +5.8% |
| 3M | -6.6% | -19.1% | +12.4% | -0.2% |
| 6M | -7.1% | +10.7% | -17.8% | -12.6% |
| YTD | -14.1% | -9.9% | -4.2% | -14.2% |
| 1Y | -4.7% | -4.6% | -0.1% | -7.0% |
| 3Y | +51.3% | +116.8% | -65.5% | +3.4% |
| 5Y | +82.7% | +38.6% | +44.2% | +40.0% |
| 10Y | +845.7% | +115.9% | +729.8% | +358.2% |
| All | +845.7% | +112.4% | +733.3% | +358.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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