+67.0%
APO vs EXPE
+43.3%
+23.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.4% | +1.3% |
| 7D | +0.8% | -9.3% | +10.1% | +4.1% |
| 30D | +1.0% | +0.1% | +0.9% | +0.5% |
| 3M | -8.4% | -15.3% | +6.9% | -3.8% |
| 6M | -9.1% | +5.5% | -14.6% | -13.1% |
| YTD | -18.3% | -8.0% | -10.4% | -18.9% |
| 1Y | -8.0% | +18.9% | -26.9% | -17.9% |
| 3Y | +47.1% | +135.5% | -88.5% | -2.9% |
| All | +67.0% | +43.3% | +23.6% | +27.8% |
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