+82.7%
APO vs NTAP
+114.4%
-31.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +8.1% | -7.8% | +15.8% | +11.7% |
| 30D | +3.4% | -25.8% | +29.2% | +16.6% |
| 3M | -6.6% | -11.2% | +4.6% | -3.6% |
| 6M | -7.1% | +49.9% | -57.0% | -28.5% |
| YTD | -14.1% | +66.9% | -81.0% | -38.3% |
| 1Y | -4.7% | +58.8% | -63.5% | -29.7% |
| 3Y | +51.3% | +140.8% | -89.5% | -18.6% |
| 5Y | +82.7% | +115.0% | -32.3% | -0.2% |
| All | +82.7% | +114.4% | -31.7% | -0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling