+19.9%
XBI vs APO
+132.8%
-112.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | -4.6% | -3.5% | -1.1% | -3.4% |
| 30D | -2.0% | -6.6% | +4.6% | +0.2% |
| 3M | +17.8% | -3.3% | +21.1% | +18.2% |
| 6M | +23.7% | +22.6% | +1.1% | +12.9% |
| YTD | +28.2% | -9.8% | +38.0% | +30.6% |
| 1Y | +64.0% | -3.9% | +67.8% | +61.5% |
| 3Y | +99.4% | +52.5% | +46.9% | +50.0% |
| All | +19.9% | +132.8% | -112.9% | -31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling