+916.7%
APO vs XME
+421.4%
+495.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.4% |
| 7D | -3.5% | -4.2% | +0.7% | -1.3% |
| 30D | -6.6% | -2.7% | -3.8% | -5.5% |
| 3M | -3.3% | -3.9% | +0.6% | -1.9% |
| 6M | +22.6% | -1.0% | +23.6% | +20.5% |
| YTD | -9.8% | +9.8% | -19.6% | -17.4% |
| 1Y | -3.9% | +32.5% | -36.4% | -22.0% |
| 3Y | +52.5% | +124.3% | -71.9% | -9.5% |
| 5Y | +134.0% | +165.8% | -31.8% | +24.0% |
| All | +916.7% | +421.4% | +495.3% | +247.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling