-2.7%
APO vs XME
+37.7%
-40.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.7% | +1.4% | -1.6% |
| 7D | -4.9% | -3.0% | -1.8% | -4.3% |
| 30D | -8.4% | -2.6% | -5.8% | -8.0% |
| 3M | -2.1% | +2.2% | -4.2% | -2.8% |
| 6M | +19.2% | +0.7% | +18.5% | +18.3% |
| YTD | -10.5% | +10.9% | -21.4% | -13.8% |
| 1Y | -2.7% | +35.7% | -38.4% | -13.0% |
| All | -2.7% | +37.7% | -40.4% | -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