+78.3%
APO vs XPO
+313.2%
-234.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +3.5% | +6.9% | -3.4% | +0.9% |
| 30D | +4.4% | +4.1% | +0.3% | +2.6% |
| 3M | -12.1% | -9.7% | -2.3% | -9.0% |
| 6M | -7.2% | -3.8% | -3.5% | -7.0% |
| YTD | -15.1% | +38.8% | -53.9% | -28.0% |
| 1Y | -7.7% | +34.2% | -41.9% | -20.8% |
| 3Y | +49.6% | +126.9% | -77.3% | -1.5% |
| 5Y | +78.3% | +297.5% | -219.2% | -16.8% |
| All | +78.3% | +313.2% | -234.9% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling