+99.0%
NOK vs APO
+1,727.7%
-1,628.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.6% | +6.6% |
| 7D | +7.3% | +0.1% | +7.2% | +7.2% |
| 30D | +13.8% | +3.9% | +9.9% | +12.2% |
| 3M | -27.0% | +3.8% | -30.8% | -28.2% |
| 6M | +37.6% | +22.3% | +15.3% | +27.7% |
| YTD | +64.6% | -7.8% | +72.4% | +65.6% |
| 1Y | +132.0% | -0.3% | +132.4% | +125.5% |
| 3Y | +183.7% | +57.1% | +126.5% | +124.0% |
| 5Y | +101.3% | +137.0% | -35.7% | +33.4% |
| 10Y | +122.4% | +946.8% | -824.5% | -22.3% |
| All | +99.0% | +1,727.7% | -1,628.7% | -52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling