+916.7%
APO vs NUE
+599.8%
+316.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.1% |
| 7D | -3.5% | -0.6% | -2.9% | -3.2% |
| 30D | -6.6% | -4.6% | -2.0% | -4.8% |
| 3M | -3.3% | -0.3% | -3.0% | -3.8% |
| 6M | +22.6% | +51.9% | -29.3% | -0.1% |
| YTD | -9.8% | +60.0% | -69.8% | -28.4% |
| 1Y | -3.9% | +82.9% | -86.8% | -28.8% |
| 3Y | +52.5% | +66.0% | -13.5% | +13.9% |
| 5Y | +134.0% | +149.0% | -14.9% | +36.7% |
| All | +916.7% | +599.8% | +316.8% | +222.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling