+916.7%
APO vs NTRA
+3,199.2%
-2,282.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.7% |
| 7D | -3.5% | +0.2% | -3.7% | -3.5% |
| 30D | -6.6% | +4.1% | -10.7% | -7.3% |
| 3M | -3.3% | +50.0% | -53.3% | -10.9% |
| 6M | +22.6% | +67.3% | -44.7% | +9.9% |
| YTD | -9.8% | +43.6% | -53.4% | -17.1% |
| 1Y | -3.9% | +89.2% | -93.1% | -16.3% |
| 3Y | +52.5% | +502.5% | -450.1% | +6.6% |
| 5Y | +134.0% | +173.8% | -39.8% | +73.4% |
| All | +916.7% | +3,199.2% | -2,282.5% | +421.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 10y: compounded portfolio wealth divided by compounded NTRA 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…
10y analysis · Full analysis span regression · 6 months rolling