-4.4%
APO vs NTRS
+43.5%
-47.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.1% | +5.0% | +6.1% |
| 7D | +8.2% | +3.6% | +4.6% | +6.0% |
| 30D | +6.4% | +4.3% | +2.1% | +3.7% |
| 3M | -7.4% | -1.9% | -5.5% | -6.6% |
| 6M | -4.2% | +11.4% | -15.6% | -11.3% |
| YTD | -14.1% | +32.3% | -46.4% | -31.0% |
| 1Y | -4.4% | +42.5% | -46.9% | -28.7% |
| All | -4.4% | +43.5% | -47.9% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 1y: compounded portfolio wealth divided by compounded NTRS 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…
1y analysis · Full analysis span regression · 6 months rolling