+1,804.4%
APO vs NVS
+466.6%
+1,337.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.4% |
| 7D | -1.0% | +4.0% | -5.0% | -3.3% |
| 30D | +3.5% | +3.6% | -0.1% | +1.2% |
| 3M | +4.5% | +7.8% | -3.3% | -0.5% |
| 6M | +22.8% | -0.2% | +23.0% | +21.4% |
| YTD | -6.5% | +19.6% | -26.1% | -16.6% |
| 1Y | +0.8% | +28.4% | -27.5% | -14.0% |
| 3Y | +62.0% | +76.2% | -14.2% | +10.8% |
| 5Y | +138.2% | +111.1% | +27.2% | +41.5% |
| 10Y | +940.3% | +224.3% | +716.0% | +375.1% |
| All | +1,804.4% | +466.6% | +1,337.8% | +497.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling