+129.2%
APO vs NI
+96.9%
+32.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.1% |
| 3M | -3.3% | -10.6% | +7.3% | +1.0% |
| 6M | +22.6% | -9.3% | +31.9% | +26.8% |
| YTD | -9.8% | +1.1% | -10.9% | -11.6% |
| 1Y | -3.9% | +3.4% | -7.3% | -7.1% |
| 3Y | +52.5% | +67.9% | -15.4% | +18.3% |
| All | +129.2% | +96.9% | +32.3% | +67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling