+137.0%
APO vs EXPE
+89.5%
+47.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.9% | +6.5% | +1.3% |
| 7D | +0.1% | -9.8% | +9.8% | +3.5% |
| 30D | +3.9% | -11.5% | +15.4% | +8.0% |
| 3M | +3.8% | +21.7% | -18.0% | -4.3% |
| 6M | +22.3% | +10.4% | +11.9% | +16.0% |
| YTD | -7.8% | -2.5% | -5.3% | -9.5% |
| 1Y | -0.3% | +27.3% | -27.7% | -12.1% |
| 3Y | +57.1% | +153.5% | -96.4% | +4.3% |
| 5Y | +137.0% | +91.1% | +45.9% | +69.4% |
| All | +137.0% | +89.5% | +47.5% | +69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling