+425.2%
APO vs NTR
+103.7%
+321.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.6% |
| 7D | -1.0% | +0.5% | -1.5% | -1.2% |
| 30D | -0.4% | +21.7% | -22.1% | -7.8% |
| 3M | -0.9% | +22.8% | -23.6% | -9.0% |
| 6M | +22.1% | +8.2% | +13.9% | +16.3% |
| YTD | -8.4% | +32.9% | -41.3% | -20.7% |
| 1Y | -0.9% | +45.3% | -46.3% | -18.2% |
| 3Y | +56.1% | +41.7% | +14.5% | +26.7% |
| 5Y | +136.0% | +49.8% | +86.2% | +64.0% |
| All | +425.2% | +103.7% | +321.5% | +145.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling