+378.5%
APP vs XPO
+297.6%
+81.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -2.0% |
| 7D | +0.1% | +2.7% | -2.6% | -1.0% |
| 30D | -10.0% | -6.2% | -3.9% | -8.0% |
| 3M | -44.6% | -15.4% | -29.2% | -41.2% |
| 6M | -37.9% | +0.7% | -38.6% | -39.2% |
| YTD | -53.7% | +39.8% | -93.5% | -60.9% |
| 1Y | -43.0% | +43.3% | -86.3% | -53.3% |
| 3Y | +640.8% | +166.0% | +474.7% | +315.7% |
| 5Y | +358.8% | +274.2% | +84.7% | +79.3% |
| All | +378.5% | +297.6% | +81.0% | +87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling