+135.4%
XLP vs APO
+890.3%
-754.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | +0.1% |
| 7D | +2.3% | +8.1% | -5.8% | +1.2% |
| 30D | +9.1% | +3.4% | +5.7% | +8.5% |
| 3M | +7.9% | -6.6% | +14.5% | +8.7% |
| 6M | +9.6% | -7.1% | +16.7% | +10.3% |
| YTD | +19.4% | -14.1% | +33.6% | +21.1% |
| 1Y | +22.4% | -4.7% | +27.1% | +22.0% |
| 3Y | +43.2% | +51.3% | -8.1% | +28.4% |
| 5Y | +42.6% | +82.7% | -40.2% | +20.6% |
| 10Y | +135.4% | +845.7% | -710.3% | +52.5% |
| All | +135.4% | +890.3% | -754.9% | +52.5% |
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