+51.2%
APO vs NI
+69.0%
-17.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -4.9% | -0.6% | -4.3% | -4.7% |
| 30D | -8.4% | -1.4% | -7.0% | -8.1% |
| 3M | -2.1% | -10.6% | +8.5% | +1.2% |
| 6M | +19.2% | -9.9% | +29.2% | +22.5% |
| YTD | -10.5% | +1.2% | -11.7% | -12.5% |
| 1Y | -2.7% | +4.4% | -7.1% | -6.3% |
| All | +51.2% | +69.0% | -17.8% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling