+32.6%
NET vs APO
+73.4%
-40.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.1% | -10.7% | -8.3% |
| 7D | -16.4% | +8.2% | -24.6% | -21.8% |
| 30D | -25.8% | +6.4% | -32.3% | -29.8% |
| 3M | -11.5% | -7.4% | -4.1% | -7.6% |
| 6M | +18.9% | -4.2% | +23.1% | +17.6% |
| YTD | +35.2% | -14.1% | +49.3% | +42.2% |
| 1Y | +14.5% | -4.4% | +18.8% | +9.4% |
| 3Y | +313.8% | +51.2% | +262.6% | +115.4% |
| 5Y | +32.6% | +75.0% | -42.4% | -49.5% |
| All | +32.6% | +73.4% | -40.8% | -49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling