+52.5%
APO vs NBIX
+43.8%
+8.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -3.5% | +0.4% | -3.9% | -3.6% |
| 30D | -6.6% | -0.2% | -6.4% | -6.6% |
| 3M | -3.3% | -4.0% | +0.7% | -3.3% |
| 6M | +22.6% | +20.6% | +2.0% | +16.3% |
| YTD | -9.8% | +10.1% | -19.9% | -12.9% |
| 1Y | -3.9% | +8.8% | -12.7% | -7.3% |
| 3Y | +52.5% | +42.5% | +10.0% | +31.3% |
| All | +52.5% | +43.8% | +8.6% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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