+129.2%
APO vs NTRA
+172.0%
-42.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.7% |
| 7D | -3.5% | +0.2% | -3.7% | -3.6% |
| 30D | -6.6% | +4.1% | -10.7% | -7.4% |
| 3M | -3.3% | +50.0% | -53.3% | -12.2% |
| 6M | +22.6% | +67.3% | -44.7% | +7.6% |
| YTD | -9.8% | +43.6% | -53.4% | -18.5% |
| 1Y | -3.9% | +89.2% | -93.1% | -18.7% |
| 3Y | +52.5% | +502.5% | -450.1% | -0.4% |
| All | +129.2% | +172.0% | -42.8% | +70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling