+129.2%
APO vs NTR
+45.7%
+83.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -3.5% | -1.3% | -2.2% | -3.2% |
| 30D | -6.6% | +16.8% | -23.3% | -9.7% |
| 3M | -3.3% | +20.7% | -24.0% | -7.5% |
| 6M | +22.6% | +0.5% | +22.1% | +21.5% |
| YTD | -9.8% | +29.2% | -39.0% | -16.6% |
| 1Y | -3.9% | +39.6% | -43.5% | -13.3% |
| 3Y | +52.5% | +37.9% | +14.6% | +35.5% |
| All | +129.2% | +45.7% | +83.5% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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