+1,040.6%
NBIS vs APO
-9.7%
+1,050.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.3% | -2.7% | -3.6% |
| 7D | +8.3% | -4.9% | +13.2% | +11.8% |
| 30D | +18.1% | -8.4% | +26.5% | +24.2% |
| 3M | +7.8% | -2.1% | +9.8% | +8.5% |
| 6M | +136.6% | +19.2% | +117.3% | +103.0% |
| YTD | +172.5% | -10.5% | +183.0% | +191.1% |
| 1Y | +144.3% | -2.7% | +147.0% | +138.3% |
| All | +1,040.6% | -9.7% | +1,050.3% | +1,299.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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