-4.4%
APO vs NI
+9.5%
-13.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.5% | +6.6% | +8.0% |
| 7D | +8.2% | +3.9% | +4.3% | +8.0% |
| 30D | +6.4% | +15.3% | -8.9% | +6.1% |
| 3M | -7.4% | +2.4% | -9.8% | -8.0% |
| 6M | -4.2% | -4.5% | +0.4% | -5.3% |
| YTD | -14.1% | +11.4% | -25.5% | -18.2% |
| 1Y | -4.4% | +8.5% | -12.9% | -8.2% |
| All | -4.4% | +9.5% | -13.9% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling