+10.1%
NEE vs APA
+177.1%
-166.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.4% | -1.6% |
| 7D | -0.5% | +0.3% | -0.9% | -0.6% |
| 30D | -1.7% | +9.3% | -11.0% | -2.4% |
| 3M | -1.8% | +23.3% | -25.2% | -3.7% |
| 6M | -8.8% | +39.5% | -48.3% | -12.0% |
| YTD | +5.2% | +87.6% | -82.4% | -1.4% |
| 1Y | +21.3% | +114.2% | -92.9% | +12.0% |
| 3Y | +35.2% | +13.6% | +21.6% | +28.8% |
| 5Y | +10.1% | +175.6% | -165.5% | +4.6% |
| All | +10.1% | +177.1% | -166.9% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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