+38.7%
EXPE vs APD
+6.0%
+32.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.6% |
| 7D | -9.5% | -2.2% | -7.3% | -9.4% |
| 30D | -6.6% | +2.1% | -8.7% | -6.6% |
| 3M | +31.4% | +7.2% | +24.2% | +31.4% |
| 6M | +35.2% | +11.2% | +23.9% | +33.5% |
| YTD | +5.8% | +24.4% | -18.6% | +1.1% |
| 1Y | +38.7% | +6.7% | +32.0% | +37.5% |
| All | +38.7% | +6.0% | +32.6% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling