-5.8%
XLC vs APO
-5.6%
-0.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.1% | -4.6% | +2.5% |
| 7D | +1.8% | +8.2% | -6.4% | +0.7% |
| 30D | -6.0% | +6.4% | -12.4% | -6.8% |
| 3M | -6.0% | -7.4% | +1.4% | -5.2% |
| 6M | -9.1% | -4.2% | -4.9% | -8.7% |
| YTD | -10.0% | -14.1% | +4.1% | -8.4% |
| 1Y | -5.8% | -4.4% | -1.4% | -5.8% |
| All | -5.8% | -5.6% | -0.2% | -5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling