+853.3%
APO vs XPO
+1,266.4%
-413.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +0.9% |
| 7D | +5.8% | +9.0% | -3.2% | +2.4% |
| 30D | +8.9% | +4.2% | +4.7% | +7.1% |
| 3M | -13.6% | -8.7% | -5.0% | -11.1% |
| 6M | -5.4% | -2.8% | -2.6% | -5.5% |
| YTD | -13.6% | +41.9% | -55.5% | -26.8% |
| 1Y | -2.5% | +42.3% | -44.8% | -17.6% |
| 3Y | +50.9% | +127.3% | -76.4% | +1.6% |
| 5Y | +81.4% | +306.4% | -225.0% | -8.8% |
| All | +853.3% | +1,266.4% | -413.1% | +201.7% |
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