-3.9%
APO vs NYT
+17.8%
-21.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.8% |
| 7D | -3.5% | -0.6% | -2.9% | -3.5% |
| 30D | -6.6% | +4.6% | -11.1% | -6.8% |
| 3M | -3.3% | -9.6% | +6.3% | -2.7% |
| 6M | +22.6% | -14.0% | +36.6% | +23.7% |
| YTD | -9.8% | -2.8% | -6.9% | -6.7% |
| 1Y | -3.9% | +15.6% | -19.5% | -1.3% |
| All | -3.9% | +17.8% | -21.7% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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