+136.0%
APO vs XPO
+262.4%
-126.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.4% | +0.5% |
| 7D | -1.0% | -0.9% | -0.1% | -0.7% |
| 30D | -0.4% | -8.1% | +7.7% | +2.7% |
| 3M | -0.9% | -19.0% | +18.2% | +6.7% |
| 6M | +22.1% | -5.2% | +27.3% | +22.8% |
| YTD | -8.4% | +35.6% | -43.9% | -21.3% |
| 1Y | -0.9% | +41.1% | -42.0% | -17.0% |
| 3Y | +56.1% | +157.9% | -101.8% | -2.5% |
| 5Y | +136.0% | +265.6% | -129.6% | +17.7% |
| All | +136.0% | +262.4% | -126.4% | +17.7% |
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 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