+499.6%
APO vs NVT
+731.8%
-232.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | -1.7% |
| 7D | -3.5% | +4.1% | -7.6% | -5.7% |
| 30D | -6.6% | -5.1% | -1.4% | -4.6% |
| 3M | -3.3% | -1.2% | -2.1% | -4.9% |
| 6M | +22.6% | +46.6% | -24.0% | -5.8% |
| YTD | -9.8% | +60.0% | -69.8% | -34.8% |
| 1Y | -3.9% | +70.8% | -74.7% | -34.3% |
| 3Y | +52.5% | +187.5% | -135.1% | -28.8% |
| 5Y | +134.0% | +426.1% | -292.1% | -25.9% |
| All | +499.6% | +731.8% | -232.2% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 10y: compounded portfolio wealth divided by compounded NVT 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…
10y analysis · Full analysis span regression · 6 months rolling