+1,449.6%
NET vs APO
+294.9%
+1,154.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.7% |
| 7D | -7.0% | -1.0% | -6.0% | -6.4% |
| 30D | -4.8% | +3.5% | -8.3% | -6.2% |
| 3M | +3.8% | +4.5% | -0.7% | +1.0% |
| 6M | +50.0% | +22.8% | +27.3% | +33.1% |
| YTD | +41.5% | -6.5% | +48.0% | +42.0% |
| 1Y | +32.8% | +0.8% | +32.0% | +27.4% |
| 3Y | +335.9% | +62.0% | +273.9% | +225.2% |
| 5Y | +113.8% | +138.2% | -24.4% | +37.1% |
| All | +1,449.6% | +294.9% | +1,154.6% | +843.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling