+19.0%
NOK vs APO
-6.0%
+25.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.3% | -2.6% |
| 7D | +5.4% | +5.8% | -0.4% | +5.1% |
| 30D | -14.1% | +8.9% | -23.0% | -14.2% |
| 3M | -23.6% | -13.6% | -9.9% | -23.3% |
| 6M | -45.1% | -5.4% | -39.8% | -45.2% |
| YTD | +24.7% | -13.6% | +38.4% | +17.2% |
| 1Y | +19.0% | -2.5% | +21.5% | +12.4% |
| All | +19.0% | -6.0% | +25.0% | +12.4% |
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 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