+1,628.9%
APO vs XPO
+5,958.8%
-4,329.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +3.5% | +6.9% | -3.4% | +1.5% |
| 30D | +4.4% | +4.1% | +0.3% | +3.0% |
| 3M | -12.1% | -9.7% | -2.3% | -9.7% |
| 6M | -7.2% | -3.8% | -3.5% | -6.9% |
| YTD | -15.1% | +38.8% | -53.9% | -24.8% |
| 1Y | -7.7% | +34.2% | -41.9% | -17.4% |
| 3Y | +49.6% | +126.9% | -77.3% | +11.1% |
| 5Y | +78.3% | +297.5% | -219.2% | +7.9% |
| 10Y | +827.7% | +1,260.5% | -432.8% | +299.9% |
| All | +1,628.9% | +5,958.8% | -4,329.9% | +456.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling