+916.7%
APO vs NI
+143.3%
+773.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | -3.5% | 0.0% | -3.6% | -3.5% |
| 30D | -6.6% | -1.4% | -5.2% | -6.0% |
| 3M | -3.3% | -10.6% | +7.3% | +1.5% |
| 6M | +22.6% | -9.3% | +31.9% | +27.3% |
| YTD | -9.8% | +1.1% | -10.9% | -11.3% |
| 1Y | -3.9% | +3.4% | -7.3% | -6.7% |
| 3Y | +52.5% | +67.9% | -15.4% | +16.4% |
| 5Y | +134.0% | +98.0% | +36.1% | +63.5% |
| All | +916.7% | +143.3% | +773.4% | +599.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling