-4.4%
APO vs NVS
+37.6%
-42.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.6% | +4.5% | +7.7% |
| 7D | +8.2% | +5.7% | +2.5% | +7.7% |
| 30D | +6.4% | +17.1% | -10.6% | +5.6% |
| 3M | -7.4% | +7.6% | -15.1% | -7.7% |
| 6M | -4.2% | +14.1% | -18.3% | -5.8% |
| YTD | -14.1% | +23.3% | -37.4% | -18.9% |
| 1Y | -4.4% | +36.0% | -40.4% | -11.6% |
| All | -4.4% | +37.6% | -42.0% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling