+64.3%
APO vs NVD
-99.1%
+163.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.5% | -6.8% | -1.7% |
| 7D | -4.9% | +9.0% | -13.9% | -3.6% |
| 30D | -8.4% | -5.5% | -3.0% | -8.8% |
| 3M | -2.1% | -24.6% | +22.6% | -5.1% |
| 6M | +19.2% | -42.1% | +61.3% | +12.1% |
| YTD | -10.5% | -44.3% | +33.8% | -15.5% |
| 1Y | -2.7% | -54.2% | +51.5% | -10.1% |
| 3Y | +52.5% | -99.1% | +151.6% | -12.7% |
| All | +64.3% | -99.1% | +163.4% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling