+54.8%
APO vs ONON
-10.5%
+65.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.3% |
| 7D | -1.0% | -3.5% | +2.5% | -0.2% |
| 30D | -0.4% | -30.8% | +30.4% | +7.5% |
| 3M | -0.9% | -29.8% | +29.0% | +6.2% |
| 6M | +22.1% | -34.8% | +57.0% | +32.7% |
| YTD | -8.4% | -42.3% | +33.9% | +2.7% |
| 1Y | -0.9% | -39.5% | +38.6% | +9.1% |
| All | +54.8% | -10.5% | +65.4% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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