+916.7%
APO vs NRG
+1,083.9%
-167.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.3% |
| 7D | -3.5% | -4.7% | +1.2% | -2.0% |
| 30D | -6.6% | -6.0% | -0.6% | -5.0% |
| 3M | -3.3% | -8.0% | +4.7% | -2.5% |
| 6M | +22.6% | -23.2% | +45.8% | +29.5% |
| YTD | -9.8% | -28.1% | +18.3% | -3.3% |
| 1Y | -3.9% | -27.3% | +23.4% | +1.7% |
| 3Y | +52.5% | +208.7% | -156.2% | -9.5% |
| 5Y | +134.0% | +197.7% | -63.6% | +38.6% |
| All | +916.7% | +1,083.9% | -167.3% | +415.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 10y: compounded portfolio wealth divided by compounded NRG 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…
10y analysis · Full analysis span regression · 6 months rolling