+136.0%
APO vs XME
+183.2%
-47.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -1.0% | -0.2% | -0.8% | -0.9% |
| 30D | -0.4% | +1.4% | -1.8% | -1.4% |
| 3M | -0.9% | +2.7% | -3.6% | -3.0% |
| 6M | +22.1% | +6.5% | +15.6% | +15.4% |
| YTD | -8.4% | +15.2% | -23.6% | -18.5% |
| 1Y | -0.9% | +43.5% | -44.5% | -24.3% |
| 3Y | +56.1% | +135.9% | -79.7% | -13.9% |
| 5Y | +136.0% | +181.5% | -45.4% | +20.8% |
| All | +136.0% | +183.2% | -47.2% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling