+71.7%
APO vs NVD
-99.2%
+170.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.8% |
| 7D | -1.0% | -11.1% | +10.1% | -2.7% |
| 30D | +3.5% | -13.3% | +16.7% | +1.7% |
| 3M | +4.5% | -19.8% | +24.4% | +2.5% |
| 6M | +22.8% | -48.8% | +71.6% | +13.3% |
| YTD | -6.5% | -49.7% | +43.2% | -13.1% |
| 1Y | +0.8% | -61.4% | +62.2% | -9.3% |
| 3Y | +62.0% | -99.1% | +161.1% | -7.4% |
| All | +71.7% | -99.2% | +170.9% | -3.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling