+183.8%
EXC vs APO
+903.0%
-719.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.7% | -4.6% | -0.7% |
| 7D | -1.7% | +2.3% | -4.0% | -2.2% |
| 30D | +9.3% | +3.0% | +6.3% | +8.6% |
| 3M | +1.0% | -3.7% | +4.7% | +1.4% |
| 6M | +5.9% | -7.5% | +13.4% | +6.7% |
| YTD | +7.6% | -14.5% | +22.2% | +9.3% |
| 1Y | +2.4% | -6.2% | +8.6% | +2.1% |
| 3Y | +30.2% | +51.9% | -21.7% | +12.2% |
| 5Y | +41.4% | +76.5% | -35.1% | +13.8% |
| 10Y | +183.8% | +895.2% | -711.5% | +92.3% |
| All | +183.8% | +903.0% | -719.2% | +92.3% |
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