+132.1%
APO vs NUE
+142.4%
-10.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.9% |
| 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% | -0.9% |
| YTD | -10.5% | +57.5% | -68.1% | -27.2% |
| 1Y | -2.7% | +82.5% | -85.2% | -26.1% |
| 3Y | +52.5% | +61.7% | -9.2% | +16.9% |
| 5Y | +132.1% | +145.1% | -13.1% | +49.8% |
| All | +132.1% | +142.4% | -10.3% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling