+863.4%
APO vs NTRA
+1,735.1%
-871.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.9% |
| 7D | -1.0% | +1.6% | -2.6% | -1.2% |
| 30D | -0.4% | +3.8% | -4.1% | -1.0% |
| 3M | -0.9% | +48.2% | -49.1% | -7.9% |
| 6M | +22.1% | +61.0% | -38.8% | +11.2% |
| YTD | -8.4% | +44.2% | -52.6% | -15.3% |
| 1Y | -0.9% | +87.3% | -88.2% | -12.5% |
| 3Y | +56.1% | +509.4% | -453.3% | +12.6% |
| 5Y | +136.0% | +175.1% | -39.1% | +79.0% |
| 10Y | +949.3% | +3,203.1% | -2,253.8% | +477.4% |
| All | +863.4% | +1,735.1% | -871.6% | +429.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling