+51.9%
APO vs NXT
+194.0%
-142.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.3% | +15.1% | -12.8% | +0.5% |
| 30D | +3.0% | +21.8% | -18.8% | +0.2% |
| 3M | -3.7% | +1.6% | -5.3% | -4.3% |
| 6M | -7.5% | -16.7% | +9.2% | -6.6% |
| YTD | -14.5% | +20.4% | -34.9% | -18.4% |
| 1Y | -6.2% | +0.2% | -6.4% | -8.5% |
| 3Y | +51.9% | +208.7% | -156.8% | +27.5% |
| All | +51.9% | +194.0% | -142.1% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 3y: compounded portfolio wealth divided by compounded NXT 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…
3y analysis · Full analysis span regression · 6 months rolling