+653.6%
ON vs APO
+1,753.5%
-1,099.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.3% |
| 7D | +2.4% | -1.0% | +3.5% | +3.0% |
| 30D | -3.3% | +3.5% | -6.8% | -5.6% |
| 3M | -43.6% | +4.5% | -48.1% | -45.2% |
| 6M | +19.0% | +22.8% | -3.8% | +4.9% |
| YTD | +37.4% | -6.5% | +43.9% | +39.4% |
| 1Y | +54.8% | +0.8% | +53.9% | +49.1% |
| 3Y | -25.2% | +62.0% | -87.1% | -45.9% |
| 5Y | +62.7% | +138.2% | -75.5% | -5.2% |
| 10Y | +574.3% | +940.3% | -365.9% | +101.5% |
| All | +653.6% | +1,753.5% | -1,099.9% | +74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling