-27.4%
ON vs APO
+58.7%
-86.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.7% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | -12.4% | +3.9% | -16.3% | -14.7% |
| 3M | -41.2% | +3.8% | -45.0% | -42.7% |
| 6M | +25.0% | +22.3% | +2.7% | +10.2% |
| YTD | +31.3% | -7.8% | +39.1% | +34.9% |
| 1Y | +45.4% | -0.3% | +45.8% | +41.0% |
| 3Y | -27.4% | +57.1% | -84.5% | -49.9% |
| All | -27.4% | +58.7% | -86.1% | -49.9% |
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 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