+130.4%
APO vs ONON
-23.0%
+153.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -0.7% |
| 7D | +0.1% | -1.7% | +1.7% | +0.5% |
| 30D | +3.9% | -27.4% | +31.2% | +11.5% |
| 3M | +3.8% | -26.5% | +30.3% | +10.6% |
| 6M | +22.3% | -34.2% | +56.5% | +33.4% |
| YTD | -7.8% | -41.3% | +33.5% | +3.6% |
| 1Y | -0.3% | -39.7% | +39.3% | +10.2% |
| 3Y | +57.1% | -7.8% | +65.0% | +50.3% |
| All | +130.4% | -23.0% | +153.4% | +99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling