+129.2%
APO vs NVT
+419.5%
-290.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | -1.5% |
| 7D | -3.5% | +4.1% | -7.6% | -5.5% |
| 30D | -6.6% | -5.1% | -1.4% | -4.8% |
| 3M | -3.3% | -1.2% | -2.1% | -4.7% |
| 6M | +22.6% | +46.6% | -24.0% | -4.8% |
| YTD | -9.8% | +60.0% | -69.8% | -34.1% |
| 1Y | -3.9% | +70.8% | -74.7% | -33.6% |
| 3Y | +52.5% | +187.5% | -135.1% | -31.1% |
| All | +129.2% | +419.5% | -290.4% | -35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling