+57.1%
APO vs NTAP
+153.4%
-96.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -2.1% |
| 7D | +0.1% | +3.3% | -3.2% | -1.1% |
| 30D | +3.9% | -0.2% | +4.1% | +3.8% |
| 3M | +3.8% | +11.4% | -7.6% | -0.8% |
| 6M | +22.3% | +88.7% | -66.4% | -9.0% |
| YTD | -7.8% | +78.9% | -86.7% | -30.0% |
| 1Y | -0.3% | +58.8% | -59.2% | -20.2% |
| 3Y | +57.1% | +153.5% | -96.4% | +9.5% |
| All | +57.1% | +153.4% | -96.3% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling