+916.7%
APO vs XEL
+151.6%
+765.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -3.5% | -0.3% | -3.2% | -3.4% |
| 30D | -6.6% | -3.9% | -2.6% | -5.1% |
| 3M | -3.3% | -2.8% | -0.5% | -2.5% |
| 6M | +22.6% | -5.4% | +28.0% | +24.4% |
| YTD | -9.8% | +3.8% | -13.5% | -12.1% |
| 1Y | -3.9% | +6.8% | -10.7% | -8.0% |
| 3Y | +52.5% | +45.6% | +6.9% | +24.1% |
| 5Y | +134.0% | +30.7% | +103.3% | +98.1% |
| All | +916.7% | +151.6% | +765.1% | +699.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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