+512.7%
APO vs NVT
+732.7%
-220.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.6% | -3.6% |
| 7D | +0.1% | +10.4% | -10.3% | -5.2% |
| 30D | +3.9% | -1.3% | +5.2% | +3.8% |
| 3M | +3.8% | -0.6% | +4.4% | +1.7% |
| 6M | +22.3% | +53.8% | -31.5% | -8.6% |
| YTD | -7.8% | +60.2% | -68.0% | -33.4% |
| 1Y | -0.3% | +76.8% | -77.1% | -33.3% |
| 3Y | +57.1% | +191.2% | -134.1% | -27.1% |
| 5Y | +137.0% | +430.9% | -294.0% | -25.3% |
| All | +512.7% | +732.7% | -220.0% | +41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling