+1,777.9%
APO vs NI
+821.8%
+956.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.9% |
| 7D | +0.1% | +2.3% | -2.2% | -0.9% |
| 30D | +3.9% | -1.7% | +5.5% | +4.6% |
| 3M | +3.8% | -8.0% | +11.8% | +7.4% |
| 6M | +22.3% | -8.6% | +30.9% | +26.5% |
| YTD | -7.8% | +2.3% | -10.1% | -9.8% |
| 1Y | -0.3% | +6.9% | -7.3% | -4.7% |
| 3Y | +57.1% | +70.6% | -13.4% | +19.9% |
| 5Y | +137.0% | +96.4% | +40.6% | +67.9% |
| 10Y | +946.8% | +136.1% | +810.7% | +570.3% |
| All | +1,777.9% | +821.8% | +956.1% | +407.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling