+325.0%
XLP vs APO
+1,753.5%
-1,428.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.0% | -1.0% | 0.0% | -0.9% |
| 30D | -0.9% | +3.5% | -4.3% | -1.4% |
| 3M | +3.8% | +4.5% | -0.7% | +2.9% |
| 6M | -1.7% | +22.8% | -24.5% | -5.0% |
| YTD | +10.3% | -6.5% | +16.8% | +10.5% |
| 1Y | +7.8% | +0.8% | +7.0% | +6.6% |
| 3Y | +27.2% | +62.0% | -34.8% | +14.0% |
| 5Y | +32.5% | +138.2% | -105.7% | +9.0% |
| 10Y | +101.8% | +940.3% | -838.5% | +28.0% |
| All | +325.0% | +1,753.5% | -1,428.5% | +141.0% |
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