+7.4%
ON vs APO
+50.3%
-42.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.7% | +4.5% | +6.8% |
| 7D | -1.4% | +2.3% | -3.7% | -2.7% |
| 30D | -10.9% | +3.0% | -13.9% | -12.4% |
| 3M | -14.9% | -3.7% | -11.2% | -13.9% |
| 6M | -33.0% | -7.5% | -25.6% | -31.0% |
| YTD | +27.6% | -14.5% | +42.1% | +36.0% |
| 1Y | +44.5% | -6.2% | +50.6% | +45.3% |
| 3Y | +7.4% | +51.9% | -44.5% | -18.7% |
| All | +7.4% | +50.3% | -42.9% | -18.7% |
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