+916.7%
APO vs XPO
+1,516.3%
-599.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -3.5% | -5.7% | +2.1% | -1.4% |
| 30D | -6.6% | -12.8% | +6.3% | -1.8% |
| 3M | -3.3% | -20.0% | +16.7% | +4.6% |
| 6M | +22.6% | -6.0% | +28.6% | +23.7% |
| YTD | -9.8% | +34.0% | -43.8% | -21.6% |
| 1Y | -3.9% | +35.6% | -39.4% | -17.5% |
| 3Y | +52.5% | +152.3% | -99.8% | -1.7% |
| 5Y | +134.0% | +264.4% | -130.3% | +22.8% |
| All | +916.7% | +1,516.3% | -599.6% | +213.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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