+55.8%
APO vs NWSA
+44.6%
+11.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.3% |
| 7D | +0.1% | -2.6% | +2.7% | +1.7% |
| 30D | +3.9% | +4.6% | -0.7% | +1.1% |
| 3M | +3.8% | +10.2% | -6.4% | -3.0% |
| 6M | +22.3% | +21.6% | +0.7% | +6.3% |
| YTD | -7.8% | +14.6% | -22.4% | -16.7% |
| 1Y | -0.3% | +0.4% | -0.7% | -0.1% |
| All | +55.8% | +44.6% | +11.2% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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