+1,014.7%
APO vs XLRE
+109.5%
+905.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | +0.4% |
| 7D | -1.0% | -0.7% | -0.3% | -0.3% |
| 30D | -0.4% | -2.2% | +1.9% | +1.6% |
| 3M | -0.9% | -2.6% | +1.7% | +0.9% |
| 6M | +22.1% | +2.6% | +19.6% | +18.5% |
| YTD | -8.4% | +9.3% | -17.6% | -16.0% |
| 1Y | -0.9% | +7.2% | -8.2% | -7.6% |
| 3Y | +56.1% | +31.3% | +24.8% | +19.6% |
| 5Y | +136.0% | +8.1% | +127.9% | +116.7% |
| 10Y | +949.3% | +88.9% | +860.4% | +528.9% |
| All | +1,014.7% | +109.5% | +905.2% | +511.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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