+1,804.4%
APO vs XPO
+6,103.6%
-4,299.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -2.0% |
| 7D | -1.0% | +2.4% | -3.4% | -1.8% |
| 30D | +3.5% | -3.5% | +7.0% | +4.4% |
| 3M | +4.5% | -11.9% | +16.5% | +8.1% |
| 6M | +22.8% | -10.0% | +32.7% | +25.2% |
| YTD | -6.5% | +42.1% | -48.6% | -17.5% |
| 1Y | +0.8% | +47.6% | -46.8% | -12.6% |
| 3Y | +62.0% | +153.6% | -91.6% | +16.1% |
| 5Y | +138.2% | +266.5% | -128.3% | +47.3% |
| 10Y | +940.3% | +1,460.4% | -520.2% | +336.6% |
| All | +1,804.4% | +6,103.6% | -4,299.2% | +509.6% |
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