+60.7%
APO vs NVDX
+774.9%
-714.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.1% | -1.7% |
| 7D | -4.9% | -8.6% | +3.7% | -3.6% |
| 30D | -8.4% | -1.4% | -7.0% | -8.7% |
| 3M | -2.1% | +10.6% | -12.7% | -4.7% |
| 6M | +19.2% | +20.2% | -0.9% | +12.9% |
| YTD | -10.5% | +11.8% | -22.3% | -14.7% |
| 1Y | -2.7% | +12.9% | -15.6% | -8.9% |
| All | +60.7% | +774.9% | -714.2% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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