+170.7%
XLE vs APO
+948.0%
-777.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.6% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | +12.6% | +3.9% | +8.8% | +10.8% |
| 3M | +11.8% | +3.8% | +8.1% | +9.3% |
| 6M | +16.1% | +22.3% | -6.2% | +5.7% |
| YTD | +46.9% | -7.8% | +54.7% | +47.7% |
| 1Y | +53.3% | -0.3% | +53.6% | +48.3% |
| 3Y | +54.9% | +57.1% | -2.2% | +18.3% |
| 5Y | +225.7% | +137.0% | +88.7% | +96.4% |
| 10Y | +170.7% | +946.8% | -776.2% | -4.5% |
| All | +170.7% | +948.0% | -777.3% | -4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling