+1,804.4%
APO vs NDAQ
+1,317.1%
+487.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.2% | +0.6% |
| 7D | -1.0% | -2.4% | +1.4% | +0.5% |
| 30D | +3.5% | +2.5% | +1.0% | +1.9% |
| 3M | +4.5% | +9.9% | -5.4% | -2.4% |
| 6M | +22.8% | +9.4% | +13.4% | +14.5% |
| YTD | -6.5% | +0.4% | -6.9% | -8.2% |
| 1Y | +0.8% | +4.0% | -3.2% | -3.6% |
| 3Y | +62.0% | +94.4% | -32.4% | +4.6% |
| 5Y | +138.2% | +56.7% | +81.5% | +75.2% |
| 10Y | +940.3% | +375.3% | +565.0% | +323.3% |
| All | +1,804.4% | +1,317.1% | +487.3% | +389.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling