+946.8%
APO vs XRT
+123.1%
+823.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | +0.2% |
| 7D | +0.1% | -0.3% | +0.3% | +0.3% |
| 30D | +3.9% | -5.6% | +9.5% | +8.2% |
| 3M | +3.8% | +2.5% | +1.2% | +1.4% |
| 6M | +22.3% | +3.7% | +18.6% | +18.3% |
| YTD | -7.8% | +1.0% | -8.8% | -8.9% |
| 1Y | -0.3% | -1.2% | +0.9% | -0.1% |
| 3Y | +57.1% | +43.4% | +13.8% | +20.1% |
| 5Y | +137.0% | -0.7% | +137.7% | +129.8% |
| 10Y | +946.8% | +123.7% | +823.1% | +363.8% |
| All | +946.8% | +123.1% | +823.7% | +363.8% |
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