+52.5%
APO vs NTRS
+168.2%
-115.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.1% |
| 7D | -3.5% | +1.4% | -4.9% | -4.4% |
| 30D | -6.6% | -0.7% | -5.9% | -6.2% |
| 3M | -3.3% | +11.3% | -14.6% | -10.2% |
| 6M | +22.6% | +35.5% | -12.9% | -1.2% |
| YTD | -9.8% | +40.6% | -50.4% | -29.0% |
| 1Y | -3.9% | +49.2% | -53.1% | -27.4% |
| 3Y | +52.5% | +167.2% | -114.8% | -16.7% |
| All | +52.5% | +168.2% | -115.7% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling