+94.2%
APO vs NVTS
-17.0%
+111.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | -0.4% |
| 7D | -1.0% | +3.5% | -4.5% | -1.3% |
| 30D | -0.4% | -11.9% | +11.6% | +0.4% |
| 3M | -0.9% | -49.2% | +48.4% | +3.4% |
| 6M | +22.1% | +38.4% | -16.3% | +15.0% |
| YTD | -8.4% | +62.5% | -70.8% | -15.5% |
| 1Y | -0.9% | +101.4% | -102.3% | -11.8% |
| 3Y | +56.1% | +40.4% | +15.7% | +36.7% |
| All | +94.2% | -17.0% | +111.2% | +61.8% |
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