+839.9%
APO vs NDAQ
+475.0%
+364.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +3.1% | +16.3% | -13.2% | -8.2% |
| 3M | -12.0% | +15.8% | -27.8% | -21.5% |
| 6M | -5.0% | +24.8% | -29.8% | -21.1% |
| YTD | -14.0% | +14.1% | -28.1% | -24.0% |
| 1Y | -5.9% | +26.5% | -32.5% | -23.5% |
| 3Y | +51.6% | +119.1% | -67.6% | -20.8% |
| 5Y | +80.8% | +70.9% | +9.9% | +13.6% |
| 10Y | +839.9% | +479.7% | +360.2% | +137.0% |
| All | +839.9% | +475.0% | +364.9% | +137.0% |
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