+1,737.6%
APO vs NBIX
+2,019.7%
-282.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.1% |
| 6M | +22.6% | +20.6% | +2.0% | +18.5% |
| YTD | -9.8% | +10.1% | -19.9% | -11.8% |
| 1Y | -3.9% | +8.8% | -12.7% | -6.0% |
| 3Y | +52.5% | +42.5% | +10.0% | +41.2% |
| 5Y | +134.0% | +61.5% | +72.5% | +111.3% |
| 10Y | +933.3% | +217.6% | +715.7% | +747.9% |
| All | +1,737.6% | +2,019.7% | -282.1% | +992.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling