+946.8%
APO vs EXPE
+155.3%
+791.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.9% | +6.5% | +1.5% |
| 7D | +0.1% | -9.8% | +9.8% | +3.8% |
| 30D | +3.9% | -11.5% | +15.4% | +8.3% |
| 3M | +3.8% | +21.7% | -18.0% | -4.8% |
| 6M | +22.3% | +10.4% | +11.9% | +15.6% |
| YTD | -7.8% | -2.5% | -5.3% | -9.7% |
| 1Y | -0.3% | +27.3% | -27.7% | -12.7% |
| 3Y | +57.1% | +153.5% | -96.4% | +1.5% |
| 5Y | +137.0% | +91.1% | +45.9% | +60.6% |
| 10Y | +946.8% | +153.1% | +793.7% | +410.7% |
| All | +946.8% | +155.3% | +791.5% | +410.7% |
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