+853.3%
APO vs XRT
+136.4%
+717.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.4% |
| 7D | +5.8% | +1.7% | +4.0% | +4.5% |
| 30D | +8.9% | +7.5% | +1.4% | +3.6% |
| 3M | -13.6% | +2.2% | -15.8% | -14.9% |
| 6M | -5.4% | +14.7% | -20.0% | -14.8% |
| YTD | -13.6% | +7.5% | -21.1% | -18.4% |
| 1Y | -2.5% | +14.1% | -16.6% | -11.8% |
| 3Y | +50.9% | +58.8% | -7.9% | +7.5% |
| 5Y | +81.4% | -3.9% | +85.3% | +79.8% |
| All | +853.3% | +136.4% | +717.0% | +307.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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