+120.8%
EXPE vs APD
+29.7%
+91.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -0.5% | +3.8% | -4.3% | -1.6% |
| 30D | -6.1% | +8.2% | -14.3% | -7.9% |
| 3M | -21.3% | +4.3% | -25.6% | -22.0% |
| 6M | +19.0% | +4.7% | +14.3% | +17.9% |
| YTD | -8.4% | +31.5% | -40.0% | -16.2% |
| 1Y | -2.8% | +23.5% | -26.3% | -9.3% |
| 3Y | +120.8% | +29.1% | +91.6% | +102.3% |
| All | +120.8% | +29.7% | +91.0% | +102.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling