-4.7%
APO vs EXPE
-2.5%
-2.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.0% |
| 7D | +8.1% | -11.2% | +19.3% | +11.3% |
| 30D | +3.4% | -7.5% | +10.9% | +5.5% |
| 3M | -6.6% | -19.1% | +12.4% | -2.0% |
| 6M | -7.1% | +10.7% | -17.8% | -10.7% |
| YTD | -14.1% | -9.9% | -4.2% | -12.4% |
| 1Y | -4.7% | -4.6% | -0.1% | -5.1% |
| All | -4.7% | -2.5% | -2.2% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling