+1,804.4%
APO vs XHB
+539.3%
+1,265.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.3% |
| 7D | -1.0% | -1.3% | +0.3% | -0.1% |
| 30D | +3.5% | -6.9% | +10.3% | +8.8% |
| 3M | +4.5% | -1.3% | +5.8% | +4.6% |
| 6M | +22.8% | -6.8% | +29.6% | +27.0% |
| YTD | -6.5% | +0.7% | -7.2% | -9.1% |
| 1Y | +0.8% | -11.2% | +12.1% | +7.1% |
| 3Y | +62.0% | +25.3% | +36.6% | +29.2% |
| 5Y | +138.2% | +37.3% | +100.9% | +75.6% |
| 10Y | +940.3% | +211.5% | +728.7% | +308.2% |
| All | +1,804.4% | +539.3% | +1,265.1% | +403.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling