+523.3%
ON vs APO
+837.1%
-313.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.4% | -4.7% |
| 7D | +12.2% | +5.8% | +6.5% | +8.5% |
| 30D | -3.1% | +8.9% | -12.0% | -8.6% |
| 3M | -12.9% | -13.6% | +0.8% | -5.4% |
| 6M | -38.6% | -5.4% | -33.2% | -37.3% |
| YTD | +31.2% | -13.6% | +44.9% | +39.1% |
| 1Y | +47.6% | -2.5% | +50.1% | +44.4% |
| 3Y | +6.6% | +50.9% | -44.2% | -25.2% |
| 5Y | +21.3% | +81.4% | -60.1% | -25.9% |
| All | +523.3% | +837.1% | -313.8% | +52.0% |
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