+949.3%
APO vs NDAQ
+374.8%
+574.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | 0.0% |
| 7D | -1.0% | -1.6% | +0.6% | +0.2% |
| 30D | -0.4% | -1.5% | +1.1% | +0.7% |
| 3M | -0.9% | +8.0% | -8.9% | -7.7% |
| 6M | +22.1% | +7.7% | +14.4% | +13.2% |
| YTD | -8.4% | -2.3% | -6.0% | -8.7% |
| 1Y | -0.9% | +0.6% | -1.5% | -4.0% |
| 3Y | +56.1% | +90.9% | -34.8% | -9.6% |
| 5Y | +136.0% | +52.5% | +83.6% | +61.7% |
| 10Y | +949.3% | +380.3% | +569.0% | +214.6% |
| All | +949.3% | +374.8% | +574.5% | +214.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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