+137.6%
APO vs XEL
+29.1%
+108.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -1.0% | +0.9% | -1.9% | -1.2% |
| 30D | -0.4% | -0.9% | +0.5% | -0.2% |
| 3M | -0.9% | -1.4% | +0.5% | -0.8% |
| 6M | +22.1% | -5.8% | +28.0% | +23.3% |
| YTD | -8.4% | +4.7% | -13.1% | -10.1% |
| 1Y | -0.9% | +9.1% | -10.0% | -4.1% |
| 3Y | +56.1% | +47.8% | +8.3% | +36.8% |
| All | +137.6% | +29.1% | +108.6% | +115.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling