+21.3%
NOK vs APO
-5.6%
+26.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.1% | -10.7% | -2.6% |
| 7D | -10.4% | +8.2% | -18.6% | -10.4% |
| 30D | -19.0% | +6.4% | -25.4% | -18.9% |
| 3M | -16.7% | -7.4% | -9.3% | -16.4% |
| 6M | -37.1% | -4.2% | -33.0% | -37.1% |
| YTD | +27.7% | -14.1% | +41.8% | +22.0% |
| 1Y | +21.3% | -4.4% | +25.7% | +16.7% |
| All | +21.3% | -5.6% | +26.9% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling