+138.6%
NOK vs APO
+945.2%
-806.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.6% |
| 7D | +11.0% | -3.5% | +14.5% | +12.0% |
| 30D | +7.8% | -6.6% | +14.4% | +9.8% |
| 3M | -21.0% | -3.3% | -17.7% | -20.5% |
| 6M | +40.9% | +22.6% | +18.3% | +31.7% |
| YTD | +72.0% | -9.8% | +81.8% | +74.2% |
| 1Y | +140.9% | -3.9% | +144.8% | +137.4% |
| 3Y | +194.3% | +52.5% | +141.8% | +137.8% |
| 5Y | +112.5% | +134.0% | -21.5% | +44.6% |
| All | +138.6% | +945.2% | -806.7% | -0.4% |
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