-4.4%
APO vs XME
+5.2%
-9.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.0% | +9.1% | +8.3% |
| 7D | +8.2% | -5.5% | +13.7% | +9.6% |
| 30D | +6.4% | -11.1% | +17.5% | +9.2% |
| 3M | -7.4% | -11.1% | +3.7% | -5.3% |
| 6M | -4.2% | -18.0% | +13.8% | -0.8% |
| YTD | -14.1% | -7.4% | -6.8% | -16.5% |
| 1Y | -4.4% | +6.7% | -11.1% | -13.0% |
| All | -4.4% | +5.2% | -9.6% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling