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XIFR vs. AAPY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XIFR vs. AAPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in XPLR Infrastructure LP (XIFR) and Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XIFR achieves a 25.30% return, which is significantly higher than AAPY's 19.54% return.


XIFR

1D
1.54%
1M
7.46%
6M
23.69%
YTD
25.30%
1Y
37.54%
3Y*
-36.34%
5Y*
-26.11%
10Y*
-4.32%

AAPY

1D
4.40%
1M
10.07%
6M
24.99%
YTD
19.54%
1Y
45.09%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XIFR vs. AAPY - Yearly Performance Comparison


2026 (YTD)202520242023
XIFR
XPLR Infrastructure LP
25.30%-43.82%-32.61%12.23%
AAPY
Kurv Yield Premium Strategy Apple (AAPL) ETF
19.54%5.04%20.54%9.18%

Correlation

The correlation between XIFR and AAPY is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Oct 27, 2023

0.23

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Return for Risk

XIFR vs. AAPY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XIFR
XIFR Risk / Return Rank: 7474
Overall Rank
XIFR Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
XIFR Sortino Ratio Rank: 7575
Sortino Ratio Rank
XIFR Omega Ratio Rank: 6969
Omega Ratio Rank
XIFR Calmar Ratio Rank: 7777
Calmar Ratio Rank
XIFR Martin Ratio Rank: 7676
Martin Ratio Rank

AAPY
AAPY Risk / Return Rank: 6969
Overall Rank
AAPY Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
AAPY Sortino Ratio Rank: 6868
Sortino Ratio Rank
AAPY Omega Ratio Rank: 7575
Omega Ratio Rank
AAPY Calmar Ratio Rank: 7676
Calmar Ratio Rank
AAPY Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XIFR vs. AAPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for XPLR Infrastructure LP (XIFR) and Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


XIFRAAPYDifference
Sharpe ratioReturn per unit of total volatility

-0.86

Sortino ratioReturn per unit of downside risk

-0.76

Omega ratioGain probability vs. loss probability

1.19

1.35

-0.16

Calmar ratioReturn relative to maximum drawdown

1.84

3.13

-1.29

Martin ratioReturn relative to average drawdown

4.12

7.89

-3.77

XIFR vs. AAPY - Sharpe Ratio Comparison

The current XIFR Sharpe Ratio is 1.01, which is lower than the AAPY Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of XIFR and AAPY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XIFR vs. AAPY - Drawdown Comparison

The maximum XIFR drawdown since its inception was -88.29%, which is greater than AAPY's maximum drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for XIFR and AAPY.


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Drawdown Indicators


XIFRAAPYDifference

Max Drawdown

Largest peak-to-trough decline

-88.29%

-29.22%

-59.07%

Max Drawdown (1Y)

Largest decline over 1 year

-20.45%

-14.47%

-5.98%

Max Drawdown (3Y)

Largest decline over 3 years

-83.76%

Max Drawdown (5Y)

Largest decline over 5 years

-88.29%

Max Drawdown (10Y)

Largest decline over 10 years

-88.29%

Current Drawdown

Current decline from peak

-81.57%

0.00%

-81.57%

Average Drawdown

Average peak-to-trough decline

-29.38%

-6.30%

-23.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.14%

5.73%

+3.41%

Volatility

XIFR vs. AAPY - Volatility Comparison

The current volatility for XPLR Infrastructure LP (XIFR) is 6.86%, while Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) has a volatility of 11.43%. This indicates that XIFR experiences smaller price fluctuations and is considered to be less risky than AAPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XIFRAAPYDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.86%

11.43%

-4.57%

Volatility (6M)

Calculated over the trailing 6-month period

24.63%

21.43%

+3.20%

Volatility (1Y)

Calculated over the trailing 1-year period

37.31%

24.22%

+13.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.25%

23.36%

+21.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.62%

23.36%

+17.26%

Dividends

XIFR vs. AAPY - Dividend Comparison

XIFR has not paid dividends to shareholders, while AAPY's dividend yield for the trailing twelve months is around 10.94%.


PositionTTM20252024202320222021202020192018201720162015
AAPY
Kurv Yield Premium Strategy Apple (AAPL) ETF
10.94%12.66%17.15%2.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XIFR
XPLR Infrastructure LP
0.00%0.00%20.20%11.10%4.27%3.08%3.37%3.74%3.98%3.46%5.08%3.03%

Frequently Asked Questions


XIFR and AAPY have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AAPY has higher volatility (11.43%) compared to XIFR (6.86%). In terms of maximum drawdown, XIFR dropped -88.29% vs AAPY's -29.22%.

AAPY currently has the higher Sharpe Ratio (1.87 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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