+51.2%
APO vs NUE
+59.2%
-8.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.0% |
| 7D | -4.9% | -2.7% | -2.2% | -3.8% |
| 30D | -8.4% | -6.1% | -2.4% | -6.2% |
| 3M | -2.1% | +2.2% | -4.3% | -3.6% |
| 6M | +19.2% | +50.8% | -31.5% | -1.4% |
| YTD | -10.5% | +57.5% | -68.1% | -27.6% |
| 1Y | -2.7% | +82.5% | -85.2% | -26.8% |
| All | +51.2% | +59.2% | -8.0% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling