+1,651.7%
APO vs XME
+61.3%
+1,590.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.1% |
| 7D | +0.2% | +1.5% | -1.4% | -0.6% |
| 30D | +3.1% | -7.3% | +10.4% | +6.6% |
| 3M | -12.0% | -17.4% | +5.4% | -4.2% |
| 6M | -5.0% | -21.8% | +16.9% | +5.1% |
| YTD | -14.0% | -6.0% | -8.0% | -14.5% |
| 1Y | -5.9% | +3.8% | -9.7% | -11.2% |
| 3Y | +51.6% | +100.0% | -48.5% | +1.4% |
| 5Y | +80.8% | +116.1% | -35.3% | +15.2% |
| 10Y | +839.9% | +280.6% | +559.3% | +319.9% |
| All | +1,651.7% | +61.3% | +1,590.4% | +959.4% |
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