+853.3%
APO vs XHB
+237.3%
+616.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.2% |
| 7D | +5.8% | -0.2% | +6.0% | +5.9% |
| 30D | +8.9% | +9.9% | -1.1% | +1.4% |
| 3M | -13.6% | -6.3% | -7.4% | -9.4% |
| 6M | -5.4% | +3.8% | -9.2% | -9.3% |
| YTD | -13.6% | +0.1% | -13.8% | -16.1% |
| 1Y | -2.5% | -0.8% | -1.7% | -4.8% |
| 3Y | +50.9% | +35.6% | +15.3% | +9.1% |
| 5Y | +81.4% | +29.6% | +51.8% | +33.9% |
| All | +853.3% | +237.3% | +616.0% | +190.3% |
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