+169.1%
XLE vs APO
+1,753.5%
-1,584.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | +2.2% | -1.0% | +3.2% | +2.5% |
| 30D | +11.8% | +3.5% | +8.3% | +10.2% |
| 3M | +9.8% | +4.5% | +5.3% | +7.2% |
| 6M | +15.6% | +22.8% | -7.2% | +5.5% |
| YTD | +45.3% | -6.5% | +51.8% | +45.2% |
| 1Y | +48.3% | +0.8% | +47.5% | +43.2% |
| 3Y | +55.4% | +62.0% | -6.5% | +20.0% |
| 5Y | +216.1% | +138.2% | +77.8% | +100.1% |
| 10Y | +178.4% | +940.3% | -761.9% | +0.6% |
| All | +169.1% | +1,753.5% | -1,584.4% | -26.2% |
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