+1,659.1%
APO vs NTAP
+411.1%
+1,248.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.3% | +2.8% |
| 7D | +5.8% | +7.2% | -1.4% | +2.8% |
| 30D | +8.9% | -18.4% | +27.3% | +17.1% |
| 3M | -13.6% | -11.3% | -2.3% | -10.9% |
| 6M | -5.4% | +53.8% | -59.1% | -24.6% |
| YTD | -13.6% | +72.0% | -85.6% | -34.9% |
| 1Y | -2.5% | +68.0% | -70.5% | -25.8% |
| 3Y | +50.9% | +149.5% | -98.6% | -5.6% |
| 5Y | +81.4% | +125.6% | -44.2% | +17.5% |
| 10Y | +843.9% | +583.1% | +260.8% | +286.3% |
| All | +1,659.1% | +411.1% | +1,248.0% | +657.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling