+250.2%
XLI vs APO
+936.6%
-686.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | +0.1% |
| 7D | -2.3% | -4.9% | +2.6% | -0.6% |
| 30D | -8.2% | -8.4% | +0.3% | -5.5% |
| 3M | +0.8% | -2.1% | +2.8% | +1.0% |
| 6M | +0.8% | +19.2% | -18.4% | -6.1% |
| YTD | +10.5% | -10.5% | +21.1% | +13.0% |
| 1Y | +14.1% | -2.7% | +16.8% | +12.6% |
| 3Y | +68.6% | +52.5% | +16.1% | +36.6% |
| 5Y | +80.4% | +132.1% | -51.7% | +19.9% |
| All | +250.2% | +936.6% | -686.4% | +38.5% |
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