+18.9%
NET vs APO
-5.0%
+23.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.1% | -10.7% | -2.1% |
| 7D | -16.4% | +8.2% | -24.6% | -16.0% |
| 30D | -25.8% | +6.4% | -32.3% | -25.5% |
| 3M | -11.5% | -7.4% | -4.1% | -11.3% |
| 6M | +18.9% | -4.2% | +23.1% | +24.6% |
| All | +18.9% | -5.0% | +23.9% | +24.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling