+82.7%
APO vs NDAQ
+68.2%
+14.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.5% |
| 7D | +8.1% | +2.9% | +5.2% | +6.1% |
| 30D | +3.4% | +17.5% | -14.0% | -7.6% |
| 3M | -6.6% | +15.4% | -22.1% | -15.7% |
| 6M | -7.1% | +24.6% | -31.7% | -21.4% |
| YTD | -14.1% | +14.4% | -28.6% | -23.1% |
| 1Y | -4.7% | +26.9% | -31.6% | -21.3% |
| 3Y | +51.3% | +119.8% | -68.5% | -16.6% |
| 5Y | +82.7% | +70.5% | +12.2% | +14.5% |
| All | +82.7% | +68.2% | +14.5% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling