+57.1%
APO vs EXPE
+162.6%
-105.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.9% | +6.5% | +1.1% |
| 7D | +0.1% | -9.8% | +9.8% | +3.2% |
| 30D | +3.9% | -11.5% | +15.4% | +7.7% |
| 3M | +3.8% | +21.7% | -18.0% | -3.8% |
| 6M | +22.3% | +10.4% | +11.9% | +16.5% |
| YTD | -7.8% | -2.5% | -5.3% | -9.2% |
| 1Y | -0.3% | +27.3% | -27.7% | -11.5% |
| 3Y | +57.1% | +153.5% | -96.4% | +22.1% |
| All | +57.1% | +162.6% | -105.5% | +22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling