+1,777.9%
APO vs NUE
+709.0%
+1,068.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.6% |
| 7D | +0.1% | +1.8% | -1.7% | -0.8% |
| 30D | +3.9% | -6.0% | +9.8% | +6.6% |
| 3M | +3.8% | +1.4% | +2.3% | +2.3% |
| 6M | +22.3% | +52.8% | -30.5% | -1.1% |
| YTD | -7.8% | +58.1% | -65.9% | -26.8% |
| 1Y | -0.3% | +80.4% | -80.8% | -26.2% |
| 3Y | +57.1% | +62.3% | -5.2% | +18.2% |
| 5Y | +137.0% | +146.2% | -9.2% | +37.8% |
| 10Y | +946.8% | +549.5% | +397.3% | +223.1% |
| All | +1,777.9% | +709.0% | +1,068.9% | +359.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling