-4.4%
APO vs NUE
+86.4%
-90.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.1% | +10.2% | +8.7% |
| 7D | +8.2% | -1.4% | +9.6% | +8.6% |
| 30D | +6.4% | +6.6% | -0.1% | +4.4% |
| 3M | -7.4% | -2.0% | -5.4% | -7.0% |
| 6M | -4.2% | +19.2% | -23.4% | -10.9% |
| YTD | -14.1% | +65.6% | -79.7% | -30.4% |
| 1Y | -4.4% | +87.8% | -92.2% | -29.1% |
| All | -4.4% | +86.4% | -90.8% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 1y: compounded portfolio wealth divided by compounded NUE 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…
1y analysis · Full analysis span regression · 6 months rolling