+664.5%
XBI vs APO
+1,727.7%
-1,063.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.2% | -0.6% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | +2.9% | +3.9% | -1.0% | +1.2% |
| 3M | +26.2% | +3.8% | +22.4% | +23.4% |
| 6M | +30.7% | +22.3% | +8.4% | +19.7% |
| YTD | +32.9% | -7.8% | +40.7% | +34.0% |
| 1Y | +72.3% | -0.3% | +72.6% | +67.4% |
| 3Y | +107.2% | +57.1% | +50.1% | +62.5% |
| 5Y | +23.2% | +137.0% | -113.8% | -19.7% |
| 10Y | +158.5% | +946.8% | -788.3% | -9.7% |
| All | +664.5% | +1,727.7% | -1,063.2% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling