+1,659.1%
APO vs XME
+55.5%
+1,603.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.5% |
| 7D | +5.8% | +0.3% | +5.4% | +5.6% |
| 30D | +8.9% | -6.1% | +15.0% | +11.9% |
| 3M | -13.6% | -18.6% | +5.0% | -5.4% |
| 6M | -5.4% | -23.9% | +18.5% | +6.0% |
| YTD | -13.6% | -9.3% | -4.3% | -12.7% |
| 1Y | -2.5% | +1.8% | -4.2% | -7.1% |
| 3Y | +50.9% | +93.0% | -42.1% | +2.7% |
| 5Y | +81.4% | +107.0% | -25.6% | +17.9% |
| 10Y | +843.9% | +266.9% | +577.0% | +329.1% |
| All | +1,659.1% | +55.5% | +1,603.6% | +982.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling