+78.3%
APO vs NVTS
-48.0%
+126.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.1% | +3.8% | -0.9% |
| 7D | +3.5% | +21.6% | -18.1% | +1.9% |
| 30D | +4.4% | -8.5% | +12.9% | +4.7% |
| 3M | -12.1% | -31.4% | +19.3% | -10.2% |
| 6M | -7.2% | -50.3% | +43.1% | -4.5% |
| YTD | -15.1% | +33.9% | -49.0% | -21.1% |
| 1Y | -7.7% | +10.6% | -18.3% | -13.0% |
| 3Y | +49.6% | +52.7% | -3.1% | +25.7% |
| 5Y | +78.3% | -48.5% | +126.8% | +51.0% |
| All | +78.3% | -48.0% | +126.3% | +51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling