+1,659.1%
APO vs AON
+649.1%
+1,010.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +0.9% |
| 7D | +5.8% | +1.0% | +4.7% | +5.1% |
| 30D | +8.9% | +23.2% | -14.3% | -3.5% |
| 3M | -13.6% | -5.0% | -8.6% | -11.8% |
| 6M | -5.4% | +9.3% | -14.7% | -11.9% |
| YTD | -13.6% | -3.4% | -10.2% | -14.4% |
| 1Y | -2.5% | -2.9% | +0.4% | -3.8% |
| 3Y | +50.9% | +3.6% | +47.2% | +39.4% |
| 5Y | +81.4% | +16.9% | +64.5% | +52.7% |
| 10Y | +843.9% | +234.4% | +609.5% | +296.1% |
| All | +1,659.1% | +649.1% | +1,010.0% | +330.1% |
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