+916.7%
APO vs XHB
+215.4%
+701.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | -0.4% |
| 7D | -3.5% | -4.6% | +1.1% | 0.0% |
| 30D | -6.6% | -9.1% | +2.6% | +0.5% |
| 3M | -3.3% | -8.6% | +5.3% | +2.7% |
| 6M | +22.6% | -4.0% | +26.6% | +24.0% |
| YTD | -9.8% | -3.9% | -5.8% | -9.4% |
| 1Y | -3.9% | -16.5% | +12.6% | +7.5% |
| 3Y | +52.5% | +22.6% | +29.9% | +19.7% |
| 5Y | +134.0% | +33.9% | +100.1% | +67.5% |
| All | +916.7% | +215.4% | +701.3% | +236.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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