+137.0%
APO vs NDAQ
+55.5%
+81.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.1% |
| 7D | +0.1% | -2.6% | +2.7% | +1.9% |
| 30D | +3.9% | +0.5% | +3.4% | +3.5% |
| 3M | +3.8% | +9.9% | -6.2% | -4.0% |
| 6M | +22.3% | +8.2% | +14.1% | +13.7% |
| YTD | -7.8% | -1.5% | -6.3% | -8.3% |
| 1Y | -0.3% | +1.3% | -1.7% | -3.4% |
| 3Y | +57.1% | +92.6% | -35.5% | -5.7% |
| 5Y | +137.0% | +53.8% | +83.1% | +58.5% |
| All | +137.0% | +55.5% | +81.5% | +58.5% |
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