+54.8%
APO vs XEL
+47.8%
+7.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | -1.0% | +0.9% | -1.9% | -1.0% |
| 30D | -0.4% | -0.9% | +0.5% | -0.3% |
| 3M | -0.9% | -1.4% | +0.5% | -0.9% |
| 6M | +22.1% | -5.8% | +28.0% | +22.5% |
| YTD | -8.4% | +4.7% | -13.1% | -9.3% |
| 1Y | -0.9% | +9.1% | -10.0% | -2.6% |
| All | +54.8% | +47.8% | +7.0% | +46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling