+1,777.9%
APO vs AON
+597.4%
+1,180.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.1% |
| 7D | +0.1% | -3.2% | +3.3% | +2.0% |
| 30D | +3.9% | -11.9% | +15.7% | +11.1% |
| 3M | +3.8% | -2.9% | +6.6% | +3.9% |
| 6M | +22.3% | -6.8% | +29.1% | +24.9% |
| YTD | -7.8% | -10.1% | +2.3% | -4.5% |
| 1Y | -0.3% | -14.2% | +13.9% | +6.0% |
| 3Y | +57.1% | -3.3% | +60.4% | +51.4% |
| 5Y | +137.0% | +13.6% | +123.4% | +102.5% |
| 10Y | +946.8% | +209.2% | +737.7% | +360.3% |
| All | +1,777.9% | +597.4% | +1,180.5% | +379.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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