-4.4%
APO vs NTAP
+66.6%
-71.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.6% | +9.7% | +8.4% |
| 7D | +8.2% | -16.1% | +24.3% | +11.4% |
| 30D | +6.4% | -15.9% | +22.4% | +9.5% |
| 3M | -7.4% | -1.2% | -6.2% | -7.9% |
| 6M | -4.2% | +70.1% | -74.2% | -19.5% |
| YTD | -14.1% | +77.9% | -92.1% | -29.9% |
| 1Y | -4.4% | +68.1% | -72.5% | -19.4% |
| All | -4.4% | +66.6% | -71.0% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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