+184.5%
NOK vs APO
+54.4%
+130.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.1% |
| 7D | +9.3% | -1.0% | +10.3% | +9.4% |
| 30D | +17.9% | -0.4% | +18.2% | +17.8% |
| 3M | -22.3% | -0.9% | -21.4% | -22.4% |
| 6M | +36.4% | +22.1% | +14.2% | +32.8% |
| YTD | +66.3% | -8.4% | +74.7% | +67.0% |
| 1Y | +134.4% | -0.9% | +135.4% | +132.6% |
| All | +184.5% | +54.4% | +130.1% | +140.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling