+52.5%
APO vs NVD
-99.1%
+151.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.9% |
| 7D | -3.5% | +10.8% | -14.3% | -1.9% |
| 30D | -6.6% | +0.8% | -7.3% | -6.0% |
| 3M | -3.3% | -20.8% | +17.6% | -5.5% |
| 6M | +22.6% | -41.2% | +63.7% | +15.6% |
| YTD | -9.8% | -44.2% | +34.4% | -14.8% |
| 1Y | -3.9% | -54.2% | +50.3% | -11.2% |
| 3Y | +52.5% | -99.1% | +151.6% | -13.7% |
| All | +52.5% | -99.1% | +151.6% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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