+53.3%
XLE vs APO
+1.0%
+52.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.1% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +12.6% | +3.9% | +8.8% | +12.7% |
| 3M | +11.8% | +3.8% | +8.1% | +12.0% |
| 6M | +16.1% | +22.3% | -6.2% | +15.6% |
| YTD | +46.9% | -7.8% | +54.7% | +50.4% |
| 1Y | +53.3% | -0.3% | +53.6% | +53.6% |
| All | +53.3% | +1.0% | +52.2% | +53.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling