+65.6%
APO vs NVDX
+833.4%
-767.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.5% | -0.8% |
| 7D | +0.1% | +7.3% | -7.2% | -1.0% |
| 30D | +3.9% | -0.9% | +4.8% | +3.5% |
| 3M | +3.8% | +8.4% | -4.6% | +1.2% |
| 6M | +22.3% | +38.2% | -15.9% | +13.2% |
| YTD | -7.8% | +19.3% | -27.1% | -13.0% |
| 1Y | -0.3% | +33.3% | -33.6% | -9.2% |
| All | +65.6% | +833.4% | -767.8% | -8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling