+591.8%
ON vs APO
+943.6%
-351.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -1.9% | -1.0% | -0.9% | -1.3% |
| 30D | -11.0% | -0.4% | -10.7% | -11.3% |
| 3M | -39.3% | -0.9% | -38.5% | -39.3% |
| 6M | +19.8% | +22.1% | -2.3% | +4.1% |
| YTD | +31.1% | -8.4% | +39.5% | +34.8% |
| 1Y | +46.0% | -0.9% | +46.9% | +41.2% |
| 3Y | -27.5% | +56.1% | -83.6% | -49.6% |
| 5Y | +56.9% | +136.0% | -79.1% | -17.8% |
| 10Y | +591.8% | +949.3% | -357.5% | +87.9% |
| All | +591.8% | +943.6% | -351.8% | +87.9% |
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 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