+95.4%
APO vs NVTS
-14.2%
+109.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.5% |
| 7D | +0.1% | +9.7% | -9.6% | -0.6% |
| 30D | +3.9% | -13.6% | +17.5% | +4.8% |
| 3M | +3.8% | -51.0% | +54.7% | +8.4% |
| 6M | +22.3% | +46.3% | -24.1% | +14.6% |
| YTD | -7.8% | +68.1% | -75.9% | -15.2% |
| 1Y | -0.3% | +113.9% | -114.2% | -11.7% |
| 3Y | +57.1% | +45.3% | +11.8% | +37.3% |
| All | +95.4% | -14.2% | +109.6% | +62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling