+78.7%
APO vs NVT
+226.5%
-147.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.0% |
| 7D | +5.8% | +8.0% | -2.2% | +2.3% |
| 30D | +8.9% | -24.8% | +33.7% | +20.4% |
| 3M | -13.6% | -32.4% | +18.8% | -0.7% |
| 6M | -5.4% | -33.5% | +28.1% | +7.8% |
| YTD | -13.6% | +13.2% | -26.8% | -28.9% |
| 1Y | -2.5% | +9.0% | -11.5% | -18.3% |
| 3Y | +50.9% | +129.4% | -78.5% | -30.1% |
| All | +78.7% | +226.5% | -147.8% | -43.4% |
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