-2.5%
APO vs NVTS
+6.9%
-9.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.4% | +8.1% | +2.1% |
| 7D | +5.8% | +3.9% | +1.8% | +5.4% |
| 30D | +8.9% | -4.3% | +13.2% | +8.9% |
| 3M | -13.6% | -34.5% | +20.8% | -12.0% |
| 6M | -5.4% | -57.7% | +52.3% | -2.7% |
| YTD | -13.6% | +25.4% | -39.0% | -21.6% |
| 1Y | -2.5% | +13.1% | -15.6% | -10.5% |
| All | -2.5% | +6.9% | -9.3% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 1y: compounded portfolio wealth divided by compounded NVTS 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…
1y analysis · Full analysis span regression · 6 months rolling