+1,804.4%
APO vs XRT
+326.1%
+1,478.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.3% |
| 7D | -1.0% | +0.8% | -1.8% | -1.6% |
| 30D | +3.5% | -4.2% | +7.7% | +6.6% |
| 3M | +4.5% | +5.1% | -0.6% | +0.4% |
| 6M | +22.8% | +2.4% | +20.4% | +19.9% |
| YTD | -6.5% | +3.2% | -9.7% | -9.0% |
| 1Y | +0.8% | +1.5% | -0.7% | -0.9% |
| 3Y | +62.0% | +40.6% | +21.4% | +25.7% |
| 5Y | +138.2% | -1.0% | +139.2% | +132.3% |
| 10Y | +940.3% | +128.4% | +811.8% | +384.3% |
| All | +1,804.4% | +326.1% | +1,478.3% | +501.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling