+520.4%
ON vs APO
+845.7%
-325.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -4.1% | +8.1% | -12.2% | -8.6% |
| 30D | -10.2% | +3.4% | -13.7% | -12.5% |
| 3M | -12.7% | -6.6% | -6.1% | -9.9% |
| 6M | -32.5% | -7.1% | -25.5% | -30.5% |
| YTD | +28.6% | -14.1% | +42.7% | +36.9% |
| 1Y | +43.4% | -4.7% | +48.1% | +42.4% |
| 3Y | +3.3% | +51.3% | -48.0% | -27.6% |
| 5Y | +22.5% | +82.7% | -60.2% | -25.4% |
| All | +520.4% | +845.7% | -325.3% | +53.5% |
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 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