+192.7%
EXC vs APO
+821.0%
-628.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.3% |
| 7D | -1.9% | +3.5% | -5.4% | -2.5% |
| 30D | +7.8% | +4.4% | +3.4% | +6.9% |
| 3M | +1.9% | -12.1% | +13.9% | +3.9% |
| 6M | +3.4% | -7.2% | +10.6% | +4.1% |
| YTD | +7.6% | -15.1% | +22.7% | +9.4% |
| 1Y | +2.1% | -7.7% | +9.8% | +2.1% |
| 3Y | +29.6% | +49.6% | -20.0% | +11.7% |
| 5Y | +39.5% | +78.3% | -38.8% | +11.5% |
| All | +192.7% | +821.0% | -628.3% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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